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
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How to create workflow on Stream update?
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Yes. It's possible.
Use action 'Create Record' > Note.
Then define in formula:
Code:type = 'Post'; post = "Test message."; parentType = 'Opportunity'; parentId = targetEntity\attribute('id');
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Originally posted by yurikuzn View PostYes. It's possible.
Use action 'Create Record' > Note.
Then define in formula:
Code:type = 'Post'; post = "Test message."; parentType = 'Opportunity'; parentId = targetEntity\attribute('id');
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
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https://github.com/espocrm/documenta...ula-in-actions
Because target entity here is Note, not target entity of workflow.
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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.
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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.Last edited by yuri; 01-23-2020, 02:34 PM.
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Originally posted by yurikuzn View PostNOTE 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.
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!
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