Announcement

Collapse
No announcement yet.

Create workflow based on call Count

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • yuri
    replied
    Hi,

    You can create a workflow rule for a Call entity with 'after-record-created' trigger with a formula condition checking the number of records. Use record\count function https://docs.espocrm.com/administrat...a/#recordcount.

    Code:
    record\count('Call', 'accountId=', accountId) == 10

    This workflow can either do some actions or trigger another workflow rule with a target record changed to a related account.
    Last edited by yuri; 07-31-2020, 11:17 AM.

    Leave a comment:


  • Falerci
    replied
    Thanks AlexAv for your solution. I need that the count immediately so schedule a workflow is not the better option for my case.

    I solved using a workflow with the function: record\count. https://docs.espocrm.com/administrat...a/#recordcount

    Leave a comment:


  • AlexAv
    replied
    You can try to implement this:

    Steps:

    1. Create a Report;
    2. Create a Scheduled Workflow.

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

    Leave a comment:


  • Falerci
    started a topic Create workflow based on call Count

    Create workflow based on call Count

    HI there,

    My idea is: if I have 10 calls related with the account send an email to the Account Email.

    I was thinking to do it with a workflow, but I have no clue about how count the account related calls. Do you have an idea how to handle this scenario?

    I thinks that the workflow shoud be based on the Call, as soon as I have 10 calls with the same account, send the email. Workflow Conditions does not offer the possibility to per a specific value.

    Thanks
Working...
X