Count Related with Condition

[abhilash.kumar.niit]

Hi i want to count related records with some conditions like "Critical = True" and status = "Open"

i am aware that i can do it using the filter report , but i am curious that can i achieve this without using the report filters as well??? if Yes please suggest .

[Vadym]

Hi abhilash.kumar.niit

You can try to realize the desired by using Formula:

https://docs.espocrm.com/administration/formula/general/#ifthen

https://docs.espocrm.com/administration/formula/record/#recordcount

https://docs.espocrm.com/administration/formula/entity/#entitycountrelated

[victor]

For example,

$opportunitiesCount = record\count('Opportunity', 'accountId=', id, 'critical=', true, 'status=', 'Open');

This formula must be inserted into Administration > Entity Manager > Formula > Before Save Custom Script.

[abhilash.kumar.niit]

Hi victor, Thanks for the reply . i am aware of this solution but when i apply the conditions in formula it is giving error of "
No primary filter 'status=' for 'CQualityAuditFormParameter'."

[victor]

I gave you a formula that fits the query you described in the first post of this thread. I have also tested this formula before recommending it to you. You should read the above documentation in detail, and in the record\count example, check the field types included in this formula.
You can also show the community your formula and screenshots of the field settings you use.

[abhilash.kumar.niit]

Hi i have applied this formula but this needs to edit and save the record. is there any possible way where it should be updated on page load instead of edit and save the record?

[victor]

The admin can run Recalculate Formula action for specific records from the list view: select records (or all search results) > click Actions dropdown > click Recalculate Formula.

[abhilash.kumar.niit]

can i do this calculation on page load ? is there any possible way?

[victor]

For new formulas everything will work as you described, but for old ones you need to Recalculate Formula. For all records using Mass Update this is done in a minute at most, even faster.