Fetching existing Number (auto-increment) field value from one record to another

[Ashif Malayil]

In Account module, I have a field called Client ID, so when i am creating a new record with the same phone number of the existing Account. I want to fetch the Client ID from the existing Account to this new record. How can i achieve this?

[shalmaxb]

You may fetch the ID by relationship to a text field, but you will not be able to use it as the ID of the new record, as ID is unique (with quite a good reason).

[esforim]

Playing with phone number can be difficult but it sound achievable with formula and find(record). Here is a small sample I use to auto assign my email Parent field to a Case.

I link it by doing a search for the email reference.

$findrecord = record\findOne('Case', 'field_searchbyID', 'desc', 'field_searchbyID=', string\substring(subject, 0, 5)); // 'desc' is Descending, must have this field. Case is the entity, substring is what I'm trying to find, I see in the field subject, and I want the 5 digits. (writing these comment on top of my head, so consult the formula documentation: https://docs.espocrm.com/administration/formula/)

ifThen(
    entity\isNew = true && fromAddress == 'email1@email.com' && $findrecord != null,
    //emailCategory = list($findrecord, parentType, 'Case', parentId = $findrecord);
    parentType = 'Case'; parentId = $findrecord
    );​

[Ashif Malayil]

The issue got fixed by the formula.

[Ashif Malayil]

esforim Can you please help me out on this issue,

https://forum.espocrm.com/forum/general/109826-how-can-i-createattriutemap-to-fetch-field-value-from-opportunity-to-sales-order