Workflow formula to create a new call

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  • dafnie
    Senior Member
    • Dec 2015
    • 140

    Workflow formula to create a new call

    Hi

    I am trying to create a this workflow rule:
    - create a new call entity when a qoute entity, field status changes to "presented".

    The call is created, but I can not figure out how to populate the parent field.
    I have this formula in a workflow but how do i populate the parent field in the new call entity to the qoute parent field?

  • item
    Active Community Member
    • Mar 2017
    • 1476

    #2
    Hello,
    parent have generally. : parentType and parentId ..

    so for you : i think it's so : (no tested)
    parentType = parentType
    parentId - parentId ...

    verify with the + of add attribute.


    If you could give the project a star on GitHub. EspoCrm believe our work truly deserves more recognition. Thanks.​

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    • yuri
      Member
      • Mar 2014
      • 8451

      #3
      And link name should start with lower case letter. Q => q
      If 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.

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