I would like to create a bot in which when the EVENT occurs in one table, the process changes the data in a column on the other table. Is this possible?
Should be possible, however it might be a bot where the process executes a task and that task calls an action to change the data in the other table.
Without knowing some additional details it is hard to say.
What additional details would you need
Primarily we would need to know your set up if you require assistance to figure it out. Purely from the perspective if it’s possible or not, I would say yes it’s possible. Does it require a bot? Not necessarily. You could probably get the same accomplished by using a form save event.
But in the end it will likely require an action also that gets configured within a task.
Ok I will do some more working with this and I will let you know if I come up with something. Thanks
Hello All. I am having a similar problem. @Joseph_P_Walters_III Did you ever find a solution?
My understanding is the Bot is triggered by an Event. The Event is associated with a specific a Table. You then add a Process connected to a Task (run a task) connected to an Action (set row values). The Action is also tied to a specific Table which ties the Task and Process to the same table. It looks to me if the Task and Event are associated with different tables then you can’t attached the Process to the Event to make a bot.
That’s correct - both the process (p1) and event (e1) in the bot (b1) have to be associated to the same table (t1) . If you need to work on a different table (t2) you can achieve that by creating a process (p2) that is associated with t2. In b1 you can use a “Call Process” step to work with a row from a different table. You can either add a new row in t2 (Add option) or update an existing row in t2 (Lookup option).
Thank you for the clear communication. Somehow I missed the “Call Process” step type before. I have spent the morning playing around, reading forum and reading support documentation however I am having some difficulty understanding how the Process (p2 using your nomenclature) processes “Process Inputs”. e1 triggers b1 which calls p1. p1 invokes p2 via a step, “Call Process”. This step passes data into p2 via the “Process Inputs”. The Process Inputs pull from the columns of t2. I assume the Process Input formulas here are to use variables from t1. I think I understand all of that.
So the question is: How do you reference / use the Process Inputs inside p2? I have seem some posts that indicate these are held in variables named after the processes or steps however I have not had much luck with guessing the proper syntax. The Process Inputs from the step (s1) in p1 need to make it into p2, to s2 and into it’s associated action. If it helps I previously wrote actions to act one t2. When called from inside t2 they pull data from t1 and act as desired. I potentially don’t need any data to pass to p2 via the Process Inputs however directly connecting the existing and working actions to p2 did not work.
Sorry for the wall of text. I hope that by working this out here, I can be of help to those who come after me.
@prithpal I am also having a tough time wrapping my head around the Bot-Event-Process-Task automation. I am not sure what row I am changing using the Data actions (set and delete) when I am in b1 that is activated by e1 and running p1 and use a step that could call p2 which runs t2 which runs a2.
I am guessing it can be set by the Process Inputs with the Lookup option?
Correct any process works on a row of data in a table at any given time. Bot b1 will make a row of data available from an event e1 to a process p1. All steps & tasks in p1 have access to that row of data. A call process step can all another process p2. In doing so either it looks up a record that it passes to p2 or adds a record that it passes to p2. All steps in p2 have access to that row of data. Hope this helps.