Hi everyone, I need help with creating new mentioning when I put @, I need it for automation when creating invoice. For example, I have field “billing address” in Customers workspace, so I want to add that field in automation.
Hi Sanja!
If the Billing Address field is in another app that is related to your Invoices app, you’ll first need to do a “Get related” action to collect the Customer item attached to the Invoice. This will give you access to select any fields from that related Customer in your flow.
Hopefully that can help you get it working!
Hi @SanjaNikolic,
first of all a very warm welcome to the great tape community! We are really happy that you are here!
Many thanks also to @JacquelynMay for her support. I actually suspect the same problem she described.
As soon as you need data from related apps of the original app, it is necessary to use the “Get related” action in the automations. Like in your case the address you have stored in the customer app which in turn is related to your invoice app. This is necessary because otherwise the variable menu would have thousands of variables with a common number of relations. This allows the user to control which data they need.
It is important to always add such a collection action before the point when you need the data.
Now that the invoice use case is a little more advanced, I would recommend that you take a look at this showcase, which describes exactly how you can create invoices in Tape.
And best of all, you can use the link under Duplicate Showcase to duplicate the example including all automations in your organization. With this template, you should be able to implement your use case much faster.
Best regards
Leo