Old Related Bank Record Not Reset When Changing Bank in Workflow

[brotherlouie]

Hi,

I’m using EspoCRM 9.1 with the Advanced Pack.

I have a custom entity called Virman, which has a many-to-one relationship with the Bank entity.

Here’s my setup:

When a new Virman record is created, a Workflow updates the related Bank record (for example, adds or subtracts amounts based on transaction type).

When a Virman record is updated, the Bank record is recalculated.

When a Virman record is deleted, the Bank record is recalculated again to remove its effect.

All these actions work perfectly except when I change the related Bank.

Here’s the issue in detail:

I create a Virman record linked to Bank A with an amount of 1000 USD.
→ Bank A correctly shows 1000 USD in its total field.

Later, I edit the same Virman record and change the linked bank from Bank A to Bank B, then save.

After saving:

Bank A still shows 1000 USD (it should reset to 0).

Bank B also shows 1000 USD.
So both banks temporarily show the same value.

When I manually click “Recalculate formulas” on the Bank entity, everything becomes correct:

Bank A resets to 0.

Bank B correctly shows 1000 USD.

It seems that formula recalculation or Workflow logic is not automatically triggered for the previously related Bank record when the Virman → Bank link changes.

Is there any way to automatically trigger recalculation (or a Workflow) for both:

the old related Bank (to reset its value), and

the new related Bank (to update with the new amount)?

Or is there a recommended approach to handle this case when the relation field is changed in Workflow?

Thanks a lot for your help!

[victor]

You didn't show what your Workflows look like, but the most obvious workaround in my opinion is to create https://docs.espocrm.com/administrat...ows/#scheduled, which would run periodically on records included in the List Report (which you will use for this Workflow).

[brotherlouie]

Hi Victor. You're right, I didn't add the workflow. I'm sharing it now. The strange thing is that I created a report (list) according to your suggestion. Then, when I run it as a scheduled task, it works correctly. But with my current workflow, I always have to do the calculation manually.

[victor]

Hi Victor. You're right, I didn't add the workflow. I'm sharing it now. The strange thing is that I created a report (list) according to your suggestion. Then, when I run it as a scheduled task, it works correctly. But with my current workflow, I always have to do the calculation manually.

For this case, instead of Trigger Type "After record created or updated", try using "Signal -> @update":

When a Virman record is deleted, the Bank record is recalculated again to remove its effect.

For those records that have been deleted, you should use "Signal -> @delete":