Help to recalculate a formula.

[BigBoss]

Hello, please, is there a way, via a job, workflow, or BPM, to execute this formula without having to do it manually through Actions > Recalculate formula?

[victor]

For new records, this formula does not need to be recalculated, and it will work automatically if all the data is filled.
And for old records, the easiest option is to select all the necessary records + recalculate formula.

You can also create a Report List, which will include all the necessary records, and use it for Scheduled Workflow.

[BigBoss]

No, it's not a new record. In fact, I have about 10 records that need to be updated automatically with this formula at the end of each month. For now, I do it manually using the Action > Recalculate formula button.

[victor]

You can also create a Report List, which will include all the necessary records, and use it for Scheduled Workflow.

https://docs.espocrm.com/administration/workflows/#scheduled

[rabii]

Hello, please, is there a way, via a job, workflow, or BPM, to execute this formula without having to do it manually through Actions > Recalculate formula?

a custom job or a scheduled workflow would be the best solution hence you are updating this at the end of each month.

[emillod]

I believe there was some kind formula for recalculation but i don't remember now haha