LOOKUP to specified related field record

[Azraelz]

I need to use the specified record from other related entity, can i get the record just like vlookup in ms.excel using task in bpmn flowchart?

[dreginald]

Yes. By Using the record/FindOne or FindMany formulae

https://docs.espocrm.com/administration/formula/record/#recordfindone

[Azraelz]

any idea where i can get ID?, my entity doesnt have it

[dreginald]

There is record\findOne(ENTITY_TYPE, ORDER_BY, ORDER, [KEY1, VALUE1, KEY2, VALUE2 ...]) or record\findMany(ENTITY_TYPE, LIMIT, ORDER_BY, ORDER, [KEY1, VALUE1, KEY2, VALUE2 ...]) and if you are looking up on the related entities you need to use record\findRelatedOne(ENTITY_TYPE, ID, LINK, [ORDER_BY, ORDER, KEY1, VALUE1, KEY2, VALUE2 ...]) or record\findRelatedMany(ENTITY_TYPE, ID, LINK, LIMIT, [ORDER_BY, ORDER, KEY1, VALUE1, KEY2, VALUE2 ...]).

I am attaching below the formulae I am using, which will help you to use this.

This formula is written to map Monthly Sales Performance to an Opportunity for the Assigned User of the Opportunity and the Sales Performance Dates within the date the Opportunity is WON.

$cPerformanceSale1Id=record\findOne('CPerformanceS ale', 'createdAt', 'desc', 'assignedUserId=', assignedUserId, 'sTART<=', cOpportunityWonOn, 'eND>=', cOpportunityWonOn);

cPerformanceSale1Id=$cPerformanceSale1Id; (you can use record/relate function as well)

[Azraelz]

iam using the record\findRelatedOne function but it always return null value when i debugging it. iam using one to many relationship