Bot - add a referenced field when new task created

[Eben_987]

Created a bot that creates a new task if today's date matches the anniversary date.

The task is created but the [name] reference causes error.

Tables: client, Tasks

Event: If Anniversary date in client table is today, create a new task for that client

Process: Create a new task with following field

Client = [name]

[name] is the Client name field in the client table.

[client] is the client name in the task table

[Aurelien]

Hi @Eben_987 

column "Name" from table Task should be a ref type referencing to the client table 🙂

and should be an id, not a name.

[Eben_987]

Thanks. If you're referring to database structure.. the Client column in the Task Table is a reference type (references the Client Table - every new task requires selecting an available client from dropdown).

Not sure what you mean by the below. 

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@Aurelien wrote:

and should be an id, not a name.

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[Aurelien]

I mean that, if the client id is client_1 and its name is JohnDoe, then in your Task table, you should write client_1 in the client column.

Here is an explanation:

References between tables - AppSheet Help

[Eben_987]

Thanks for you reply. Just to be clear, I'm trying to correct the expression for a bot.

Screenshot 1 - When a date in the client table = totday, the event triggers the process.

Screenshot 2 = the process - Create a new row in tasks table.  I want to add the Name of the Client for which the whole process was triggered by the date. 

[Name] is the column in the Client table with the client name. But this causes an error and the bot does not work.EVENTPROCESS