Possibly Creating a Cross-Reference Script/Function

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  • JRender
    Junior Member
    • Mar 2025
    • 13

    #1

    Possibly Creating a Cross-Reference Script/Function

    Hello,

    I help administer a self-hosted EspoCRM server for a colleague, and they recently asked if there was a way to speed up/automate a task. Before I even begin the process of trying to possibly write a formula script/custom function that would accomplish this, I wanted to ask if this is even something that can be done using EspoCRM.

    Here is the task in general: My colleague receives a list from a third party that contains unique identifier numbers, and my colleague needs to check and see if the numbers from the 3rd party list match specific field values of records contained within a single entity of EspoCRM. As part of this process, if any of the numbers from the 3rd party list do not have a matching record, my colleague needs to know what those numbers are (so they can inform the 3rd party). Similarly, if any of the records in the EspoCRM entity have numbers that did not match one of the numbers from the 3rd party list, then they need to know which records those are (so they can inform the 3rd party).

    This is the process that I envision for how it would work:
    Step 1: Input the list of given numbers from the 3rd party into EspoCRM either by copying and pasting them into some kind of input box or uploading a CSV file containing the list.
    Step 2: One by one, take each number from the list and search through records in a specific entity for a matching field value.
    Step 3: Output the numbers from the 3rd party list that don't have a matching record in EspoCRM.
    Step 4: Output the names of the records in the entity that had no matching number from the 3rd party list.

    These are my questions:
    1. Is it even possible to write a formula script/create a custom function that would be able to do all of this?

    2. If it is possible, how complicated would the script/function have to be (bearing in mind that I only know a little bit about programming)?

    ​​​​​Thanks for whatever help you can provide.
  • shalmaxb
    Senior Member
    • Mar 2015
    • 1738

    #2
    Hi, I guess, such process will not be possible with mere formula script, but with a standalone script or perhaps an extension. I recommend to propose this to the developers here in this forum. There are a few, who are very skilled even beyond espoCRM (but still have profound knowledge of this wonderful system). I already have some extensions and scripts being written from other developers. I myself do not have sufficient programming skills, so these developers always are my first approach, when I have an idea, which I cannpot manage with formula.

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