How to create workflow on Stream update?

[macrotech]

Hello, I want to trigger workflow whenever there is updates in stream so how can we do that ? or my requirement is whenever someone updates stream in case i want to trigger workflow

[tanya]

Hello
Create a workflow rule for Note and set In Formula Condition parentType=='Case'

[rodrigocoelho]

Hello
Create a workflow rule for Note and set In Formula Condition parentType=='Case'

Hi tanya , any way to create a Note (Stream) after updating an Opportunity, for example?

Workflow that create an related Note(Stream).....

Is it possible?

[chrisjiang]

Hi tanya , any way to create a Note (Stream) after updating an Opportunity, for example?

Workflow that create an related Note(Stream).....

Is it possible?

I am also interested in this. Any solutions? Thanks.

[yuri]

Yes. It's possible.

Use action 'Create Record' > Note.

Then define in formula:

type = 'Post';
post = "Test message.";
parentType = 'Opportunity';
parentId = targetEntity\attribute('id');

https://www.espocrm.com/blog/automatic-posting-to-stream-with-workflow/

[rodrigocoelho]

Yes. It's possible.

Use action 'Create Record' > Note.

Then define in formula:

type = 'Post';
post = "Test message.";
parentType = 'Opportunity';
parentId = targetEntity\attribute('id');

https://www.espocrm.com/blog/automat...with-workflow/

Thank yuri , I have a syntax question:
When do you really need to use "targetEntity\attribute('id') " in place of a simples "id" field name?

For example, when I'm doing a workflow for an object type, every fields of that objects are accessible directly by using their names, not??? Why and when do I have to use targetEntity???

Thanks

[yuri]

https://github.com/espocrm/documenta...ula-in-actions

Because target entity here is Note, not target entity of workflow.

[rodrigocoelho]

I thought that should be inverse. All attributes are from the workflow object, and if you wanna change something on other object, like NOTE, you should use the NOTE.attribute....

I'm really confused here.

[yuri]

It's quite logical.

Please read the documentation carefully. There is no things like NOTE.attribute.

[chrisjiang]

Hi, yuri, can you help me achieve the following:

I have a "Count" field in Contact. I want it will increase by 1 (+1) when there is | a new Stream(Note) is created to a Contact record.

I tried to create a workflow for Note (created) and set action of "update related record", select "Parent" then Contact.Count. But I got error of running the workflow endlessly......

Thanks a lot in advance.

[Maximus]

Hello Chris,
are you trying to do something like this (see screenshot)?

[rodrigocoelho]

It's quite logical.

Please read the documentation carefully. There is no things like NOTE.attribute.

Like here Yuri....

[yuri]

NOTE is not a link name. There is no link Note. If you create Note record from the workflows, it doesn't mean that link 'Note' will appear.

There is an explanation about naming: https://github.com/espocrm/documenta...tion-arguments

There's no need see to discuss this more. It designed the way how it is designed. What's the point of this discussion.

[rodrigocoelho]

NOTE is not a link name. There is no link Note. If you create Note record from the workflows, it doesn't mean that link 'Note' will appear.

Sorry, I wasn't happy with my example.

when should I consider "attributeName "
and when should I consider using

"entity\attribute(ATTRIBUTE) "

Only when creating an Action ?

Sorry for taking your time Yuri. I know you are busy preparing to launch the next GREAT version!

[chrisjiang]

Hello Chris,
are you trying to do something like this (see screenshot)?

Yes that is exactly what I want. Thank you so much for your kind attention.