I have Table 1 and Table 2, related table, I am using keys; I want to trigger a bot on Table 1, when user fills in the related data in Table 1 and a field has a certain value.
I tried to write the condition in my bot using Select, If, but it is not ok. In fact, I want to trigger the bot on T1(generate a pdf on existing data in T1), when the value of column C2 is “Complete” , for the related data in Table 2. I miss something and I don’t understand where my mistake is because the bot is not working. It seems the condition is not good.
I also tried by adding a similar column C1 as C2 in Table 1 and automatically write data from C1, but even if I use “test” to test the expression, and it is ok, when I test all my flow, C1 stays empty.
Your bot should be on Table 2 (the related table, with the column that is changed to “Complete”). This bot could then call a process of Table 1 that generates the PDF.
I tried as you said, but I saw 2 options, Add and Lookup; I don’t need them, I only want to trigger the existing process from Table 1 in order to send the email with a pdf file attached.
I think, it is ok, I used lookup in “call a process” with table 1 key= table 2 key, and when I added a line in table 2, the bot was triggered and also the process for bot on table 1.
Hello, Steve! As you said, I have a bot on Table 2 where I use process from a bot on Table 2; the problem that appeared is that, now, the emails generated by the automation are sent twice, could you give me any idea how to stop this?
Likely one email is being sent for eachTable 2 row that is updated. If the user marks two rows complete, two emails get sent; if they complete five, five emails get sent.
Reading your comment, I realize I wasn’t clear enough: I have an automation in Table 2, Bot2, which is trigger (on “Add”) 4 other processes on table 1 (Bot A, B, C and D), because the information must arrive to 4 distinct people, with different texts in emails; the goal is only to announce the users there is a new record in Table1. And instead of 1 email received by every user, they receive 2.
The bots in Table 1 is set to be triggered on “Updates”, but in this step, there is no update on table 1.
The users will write, then, in Table 2, each user will see in a view only the field which is allowed to fill in.
Yes, you are right, I have an action to change a status in Table 1 when user add a new row in Table 2 and set a value on a specific column, and saves the form; the action is “execute an action on a set of rows” type, linked to Table 1.
This was my way to change the status from “Generated” , in “Analysing”, when the user adds data in Table 2. Table 1 collects the request, Table 2 is for analysing the request (a short description of the app).
I think I will also use a bot to change the status, I already have one to change the status. I will test it and let you know if this was the problem and if it works.