Problem with link of an entity in Account

[timarebel]

hello

I have an issue with grabbing informtion of reseller in the invoice entity:

i have link Account to reseller : One reseller has Many account
and linked invoices to Reseller : One reseller Has Many Invoices
and Account to invoices : Many to one

the problem is we are trying to fetch the reseller's name which was attributed in the account , to be shown in the invoice , and i m not sure how can I do ?
i tried formula's but i see no reaction because the reseller is a link and could get the proper value

if anyone has a hint on how to solve it

[esforim]

You creating a PDF for these right? Posting your current template might help.

Have you read through these yet: https://docs.espocrm.com/user-guide/...elated-records

As I don't have Invoices extension, my guess it would be somethings like this:


{{reseller.name}}
{{accountreseller.name}}

[timarebel]

thank you i already solved on the workflow , but still stuck on the invoice items ,
the link you sent is to create /update Related record ??!