configuring workflow from front end, how to check a record is already exist ? Please help
To know a record is already exist in an entity(Eg:Leads)
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Iam new to espo, I do want to search with phone number in an entity. if phone number already exist i have to get its count >= 1. can i do it in actions in workflow or using formula. -
Possible w/ formula function record\exists: https://github.com/espocrm/documenta...d#recordexistsIf you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.Comment
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Thanks Sir, I know this. but i want to make a check for duplicate entry and need to give a status on each duplicate entry.
And I tried this as you said
ifThen(record\exists('Contact', 'phoneNumber=', phoneNumber), flag = true). Here after a new record is created , trying to check phone number is already exists, if exists then need to update flag as true in newly created record. Please help.Comment
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I tried creating this workflow and it is not working. It is showing Duplicate for every record created. Can someone advise me how to use this formula. Screenshot attached.
description=ifThen(record\exists('Lead', 'phoneNumber=', phoneNumber), "Duplicate");1 PhotoComment
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