How can i fetch the count of opportunities of Contact

[Ashif Malayil]

How can i fetch the count of opportunities of Contact using Formula or Report, Based on the count I want to update the customer as Gold, Basic, Platinum status. Can anyone please help?

[lazovic]

Hi Ashif Malayil,

To get the count of opportunities related to a contact using a formula script, you can use the following lines:

$opportunitiesIds = record\findRelatedMany('Contact', id, 'opportunities', 10000, 'createdAt', 'desc');
$opportunitiesCount = array\length($opportunitiesIds);

[Ashif Malayil]

I have put the first formula in Contact module, [countOfOpportunities=record\findRelatedMany('Conta ct', id, 'opportunities', 10000);] after mass update it's showing value but when i am creating another opportunity from the contact, the count is not changing even after doing updates in contact also it is showing old value, i want the count should increase each time we are creating a opportunity related to this ocntact?

[victor]

1. Create List Report (with Contact entity type) with a filter shown in the screenshot 1.
2. Create Scheduled Workflow with Actions > Execute Formula Script with the following formula (screenshot 2):

$opportunitiesIds = record\findRelatedMany('Contact', id, 'opportunities', 10000, 'createdAt', 'desc');
$opportunitiesCount = array\length($opportunitiesIds);
description = $opportunitiesCount;

Replace description in the formula with your field.