Problem with Formula Function - record\findone

[murugappan]

Hi,

This is my scenarion:

(1) Define a many-to-one link between entity "Assured" and "PolicyPlan" called "PolicyPlan"
(2) Defined a input field "assdpolicyNumber" in the "Assurd" entity.
(3) Created a formula to update "policyPlanId" for the "PolicyPlan" link as follows (formula is in Before Save Custom Script)[PHP]:

ifThen(assdPlantype != NULL,
policyPlanId = record\findOne('PolicyPlan', null, null, 'name=', assdpolicyNumber)); 

(4) When i insert a new record with a value set for "assdpolicyNumber", the links is updated correctly and the "name" of the for entity "PolicyPlan" shows correctly

The problem areas:
(5) When I edit the record and enter a new value for "assdpolicyNumber", the new link id inserted correctly but the field displays the ID value instead of the "name" field.
(6) When i refresh the page, the "name' field now show correctly.

Why does it not show the "name" field correctly at step 5 and requires a page refresh?

[yuri]

Try this code instead:

if (assdPlantype) {
    policyPlanId = record\findOne('PolicyPlan', null, null, 'name=', assdpolicyNumber);

    if (policyPlanId) {
        policyPlanName = record\attribute('PolicyPlan', policyPlanId, 'name');
    }
}

It will set the link name attribute (which is not-storable and has no effect on anything other that displayed data ).

[murugappan]

yuri Hi,

Thank you for the advice, The code could not be used as it looks like PHP Standard code. When i tried it, it was giving me syntax error. Its ok, i converted them to the function formula structure for Espocrm. It worked great. Thank you so much.

[yuri]

It was incorrect closing ')'. I fixed the code. This is not PHP, it's a valid formula-script as of a few versions back.

[murugappan]

yuri Thank you for the update and apology for the wrong assumption. I tested and working fine.