Interaction with Bots and Actions

Hi,

I thought I could create a simple BOT/Action relationship to modify a column value on a trigger.  Not to be.  I suspect it is a simple problem.

I have a working Bot that on a change in the table Job Board sets the colour column [colour] to the value "green".  I wanted to add a Step in the Bot to then set the [Inv Status] in a ref list [related Xeros] to "invoiced".  Screenshot 2023-08-20 131727.pngThe Bot above works fine.

Next I added a new steop in the process...

Screenshot 2023-08-20 131951.png

The Referenced action is...

Screenshot 2023-08-20 132230.png

As I said I think the solution is simple but thank you for your help in advance.

John H

Solved Solved
0 29 903
1 ACCEPTED SOLUTION

Thank you. You could use grouped actions in the bot. Testing showed grouped action executes.

In the example below "Orders" is the parent table and "Order Details" is the child table.

The grouped action

Suvrutt_Gurjar_0-1692518271348.png

Set value to Green on parent table

Suvrutt_Gurjar_1-1692518343497.png

 

Reference action on parent to select child table rows for setting invoice status:

 

Suvrutt_Gurjar_3-1692518472888.png

Referenced action on child to set invoice status:

Suvrutt_Gurjar_4-1692518516266.png

Grouped action included in bot:

Suvrutt_Gurjar_5-1692518570277.png

 

 

View solution in original post

29 REPLIES 29
Top Labels in this Space