Formula field update on parent Entity

[abhilash.kumar.niit]

Hi i have 2 entities one is parent and another is child see below.

now i have written a formula on some columns of parent entity to update when ever the child is updated and it is working fine but i need to edit and save the record after the change in child record. Can i trigger the parent formula fields on change of child columns.???

[lazovic]

Hi abhilash.kumar.niit,

Please use the following formula script for your child entity:

if (!entity\isNew()) {
    record\update(parentType, parentId,
                  'fieldName1', 'fieldValue1',
                  'fieldName2', 'fieldValue2'
                  )
}

Replace fieldName1 and fieldName2 with the names of the fields you want to change in the parent entity, and replace fieldValue1 and fieldValue2 with the values of those fields, respectively.

[abhilash.kumar.niit]

Hi, lazovic,

Thanks for your help. I am a bit new to espo so i am little bit confused. the data is updating from the report filter on the fields not from the formula how can i implement the above using reports

[lazovic]

abhilash.kumar.niit,

This formula script will update the field values in the parent entity with some calculated value (you should specify it in some variable) every time you update the child record in any way.

You can give a specific example of how you want it to work, and we will definitely try to help you.

[abhilash.kumar.niit]

lazovic,


on updating the TM check Status the calculation of #of parameter should be updated.

[lazovic]

abhilash.kumar.niit,

Please note that reports do not update records. They can only extract information in a structured manner.

To update a record using a script and get calculated values, you need to update this record manually (change some field and save this change) or recalculate the formula in the List View (select the record and in Actions, select the Recalculate Formula function).