Link by formula generated document fom document to related entity

[shalmaxb]

I have a formula, which generates a document, sends it by email and at the same time stores it into a folder in documents.
I would like to have this document in the same process to be linked to the entity, from which the generating process started.
Currently I use the default n:n relationship between this entity and documents.
I could also create another relationship as 1:1 if it would make it easier.

[yuri]

Do you use solely formula or Workflow/BPM tools?

You can utilize record\relate function https://docs.espocrm.com/administrat.../#recordrelate

[shalmaxb]

solely formula

[shalmaxb]

This is my formula:

$ids = record\findRelatedMany('Document', id, 'documents', 10);
record\relate('myEntity', id, 'documents', $ids);

but it does not work.

[yuri]

It's hard to tell without knowing the structure of your entities.

$ids = record\findRelatedMany('Document', id, 'documents', 10);

This would be relevant if your formula is execute from the Document entity type and the Document entity type has the relation called "documents".

[shalmaxb]

Thanks yuri. Then it is this, I need it the other way round. I will try again.
Besides that I wish you continuing success with the best CRM and a happy New Year.