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Get related record attribute in Workflow formula

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  • Get related record attribute in Workflow formula

    Hi all, please for help.
    I have a workflow for a target entity "Reservations".
    I would like to create a new record for another entity "SMS Message"
    Both module are related to "Account" module.
    While creating a "SMS Message" record, I would like to fill the field "To" with the phone number from the phone number field of the Account module.
    I have tried. Every field is populated except the "To" field which is empty unless I set a phone number directly.
    I am attaching here what have been done so far so you can tell me what am doing wrong please.
    Thank you in advance

  • #2
    Hi,
    In order to fetch the value from the Workflow's Target entity, you need to use the targetEntity\attribute function https://docs.espocrm.com/administrat...ula-in-actions.
    Try this:
    Code:
    to = targetEntity\attribute('account.phoneNumber');

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    • #3
      Thank you for your reply.

      Comment

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