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BPM/Workflow: Count value and save to all matching records

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  • BPM/Workflow: Count value and save to all matching records

    For example, i have an entity with four fields.

    Field A is linked with a different entity, lets say client
    Field B is linked with a different entity, lets say area
    Field C is a currency value that the user enters
    Field D is a currency value, that has to be calculated

    I would like to have a total of field C saved to all records that have matching client and area.
    I tried making a hook with two loops to first count and in the second loop save but i cant seem to make that work
    So i tried a bpm with to sequential workflows but i cant seem to get the value over to the next workflow.

    Anybody an idea?
    Last edited by mbrands; 09-10-2024, 08:51 AM. Reason: Changed "valuta" to "currency"

  • #2
    Hello mbrands
    what's a valuta value? I think you should consider creating formula which will work after field c or d will be changed and then you can apply this values to linked records in field a & b.
    You can play with it in formula sandbox tool, which is available in EspoCRM administraction section.

    Please read these articles:
    record - EspoCRM Documentation
    entity - EspoCRM Documentation

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    • #3
      Originally posted by emillod View Post
      what's a valuta value? ​
      I mean currency field.
      I would like to have the sum of field c of all records with the same value in field a and b to be saved to all those records to field d.

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