I need help setting up a workflow scenario.

[Ashif Malayil]

I have three entities called Customer(Account), Eligible Loan, and Existing Loan. Both Eligible Loan and Existing Loan have a field called Lending Bank (which is another entity). In the Customer entity, when I check a box to view Eligible Loans, based on certain conditions in the Customer entity, Eligible Loan records are created.

However, while creating these Eligible Loans, I want to ensure that the Lending Bank in the Eligible Loan does not already exist in any of the Existing Loans. How can I implement this check?

I have OneToMany relationship from Customer to both Eligible & Existing Loans. Both records in Bottom panel of Customer entity (Account)

[lazovic]

Hi Ashif Malayil,

It's hard to describe the whole workflow to you right away, but you will definitely need the record\exists() function in the formula script: https://docs.espocrm.com/administrat.../#recordexists.