Create workflow based on call Count

[yuri]

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.

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.

[Falerci]

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

[AlexAv]

You can try to implement this:

Steps:

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

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

[Falerci]

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