Formula is not working on Advanced Pack

[rodrigocoelho]

Hi,

I'm trying to do a Workflow using Advanced pack that when you save an email, changing for example the parent Opportunity linked to it, it will change the Email Teams to the Email Teams of that linked opportunity.

The image below is how I'm trying to get that, but it is not working.

Can you help me?

tanya

[tanya]

Hi,

try to use 'teams' instead of teamsIds

[rodrigocoelho]

Hi,

try to use 'teams' instead of teamsIds

Hi tanya , unfortunately, it didn't work. On the workflow LOG, the emails is being shown as soon as they are edited, but no change on their groups.
The updated workflow is attached.

[tanya]

did you try to put 'teams' in quotes?

[rodrigocoelho]

Hi tanya , unfortunately, it didn't work. On the workflow LOG, the emails is being shown as soon as they are edited, but no change on their groups.
The updated workflow is attached.

Yes, just tried it, didn't work. Any other clue?

[rodrigocoelho]

Help, I don't know more where to look for help. We are investing in EspoCRM, contributed buying the Advanced Pack, but we are a little lost. Please help us.

I tried now using the GUI, and it is not working.

Please help yuri or tanya

The image is attached, now using the GUI.

[tanya]

How many teams do you have?

[rodrigocoelho]

How many teams do you have?

in some situations 1, other, 2 teams.

[tanya]

Check in condition if opportunity has team with id, in action select Link With Another Entity and set the same team.
Create workflow for each team

[rodrigocoelho]

Check in condition if opportunity has team with id, in action select Link With Another Entity and set the same team.
Create workflow for each team

When you have the Opportunity.TeamsIDs field, it doesn't automatically returns the Teams IDs related to that Opportunity?

[tanya]

Did not check. May not be loaded
if you can't do something with formula or workflow, you can create a hook. There you can much more things

https://www.espocrm.com/documentation/development/hooks/

[rodrigocoelho]

Did not check. May not be loaded
if you can't do something with formula or workflow, you can create a hook. There you can much more things
https://www.espocrm.com/documentatio...lopment/hooks/

Ok, but, don't you think if it is not working like expected (the workflow), it is a bug?

[tanya]

entity\addLinkMultipleId(LINK, ID) Adds ID to Link Multiple field. For example, add 'someTeamId' to 'teams' field. (from documentation)

here ID is a real ID (string value, not field name). Why is this a bug?

about workflow - tested with contacts and accounts and it works http://demo.espocrm.de/advanced/?lan...a71a1b6103e048

[rodrigocoelho]

entity\addLinkMultipleId(LINK, ID) Adds ID to Link Multiple field. For example, add 'someTeamId' to 'teams' field. (from documentation)

here ID is a real ID (string value, not field name). Why is this a bug?

about workflow - tested with contacts and accounts and it works http://demo.espocrm.de/advanced/?lan...a71a1b6103e048

So, Mine should work as well, but is not. Remembering that mine is related to emails.

It is not updating the team of email based on the opportunity.teams (using GUI here too, exactly like you did on the Contact and Accounts example)

[tanya]

relation with opportunity is custom? 1 to Many?

[rodrigocoelho]

relation with opportunity is custom? 1 to Many?

Nope,

I set the opportunity X as parent of the email. The default setting of Espocrm are being used, no custom on that case.