Workflow for Contact Roles Attached to Opportunities

[bgpus]

I'm trying to build a workflow in that reads the attached Contacts to the Opportunities, specifically their contactRole. I have "Contact Role equals Role" in the conditions, but it's not reading this. Is there a better workaround for this?

[lazovic]

Hi bgpus,

Consider using the Execute Formula Script action with the following formula script:

// CONDITIONS

$oppId = workflow\targetEntity\attribute('id');
$contactsIds = record\findRelatedMany('Opportunity', $oppId, 'contacts', 100, 'createdAt', 'desc');

$i = 0;

while ($i < array\length($contactsIds)) {
    $contactId = array\at($contactsIds, $i);
    $role = record\relationColumn('Opportunity', $oppId, 'contacts', $contactId, 'role');
    $roles = array\push($roles, $role);
    
    $i = $i + 1;
}

// ACTIONS

if (array\includes($roles, 'Landlord')) {
    record\update('Opportunity', $oppId, 'description', 'There is related contact with  Landlord role.')
} else {
    record\update('Opportunity', $oppId, 'description', 'There is not related contact with Landlord role.')
}

[bgpus]

Got it - thank you!

[bgpus]

I am assuming this will only work in BPM that executes after save? I am forced to refresh to view.

[lazovic]

bgpus,

This script will work with any type of trigger in the workflow. If you want to use it in a flowchart (BPM), then you need to change the word "workflow" to "bpm" one in the formula functions.