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Copy or Link Documents/Attachments from one Enity to another via Workflow?

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  • Copy or Link Documents/Attachments from one Enity to another via Workflow?

    I have a workflow that when an Opportunity is converted to an Account I can copy over the field values just fine.
    Is it possible to take any attachments in Documents or even a field with Multiple attachments and move/copy/link them to the newly created Account?

    I found there is an option to "Link with another Entity" in the workflow rules, however it wants me to choose a specific file/document/attachment that is already uploaded. which is not what I want.
    Last edited by khopper; 11-30-2017, 05:40 PM.

  • #2
    Hello
    You can use action Upgrade Related Entity, select needed relation, and set in formula
    Code:
    parentId = targetEntity\attribute('accountId'); (or other field)
    parentType = 'Account';

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    • #3
      I don't have an option in actions to "Upgrade Related Entity", do you mean "Update Related Record"?

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      • #4
        In different versions labels can be different as well. Of course.
        Also check, what field you need to set. It was just a tip.

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        • #5
          Tanya - this works perfectly for one of my fields however it does not work for documents???

          parentId = targetEntity\attribute('accountId');
          parentType = 'Account';

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          • #6
            It works for all documents. But I asked you to check, what field has to be set for this relation

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            • #7
              Here is exactly what I am attempting to do.
              OPPORTUNITIES (Documents) --> Convert --> ACCOUNT (Documents)
              Make Sense?

              From what I can tell in the backend I want to take the documents from table 'document_opportunity' and move them to table 'account_document', the only thing both tables have in common is column 'document_id' - would 'document_id" be the relation?
              Last edited by khopper; 12-15-2017, 02:02 AM.

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              • #8
                add to the rule opportunitiesIds=list(null);

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                • #9
                  Thank you Tanya!

                  I added what you suggested and its working 100% now!

                  Code:
                  accountsIds=list(targetEntity\attribute('accountId '));
                  opportunitiesIds=list(null);

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                  • #10
                    I have a new Entity of PBX however when i adjust the formula its not working.

                    Changing this:
                    accountsIds=list(targetEntity\attribute('accountId '));
                    opportunitiesIds=list(null);

                    to this give me an error in the logs:
                    pbxsIds=list(targetEntity\attribute('pbxId'));
                    opportunitiesIds=list(null);

                    Also - just FYI "targetEntity" is not listed in the site for formulas https://www.espocrm.com/documentatio...ation/formula/

                    Please Help Anyone?
                    Last edited by khopper; 08-28-2019, 05:14 PM.

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                    • #11
                      Maximus yurikuzn tanya

                      I have tired several combinations but it is not making sense to me?

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                      • #12
                        Hello,
                        Could you describe what are you trying to do? It is much better to understand what a logic you are trying to implement and then find a solution.

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                        • #13
                          The Exact same thing I did previous except to a new entity.

                          When Opportunity Marked as "Closed Won" a workflow converts it to an Account (in this case "PBX") It copies the documents from Opportunity to the new Entity that was created via the workflow.

                          accountsIds=list(targetEntity\attribute('accountId '));
                          opportunitiesIds=list(null);

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                          • #14
                            Maximus any update?

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                            • #15
                              Hello Khooper,
                              sorry for the delayed reply. I have a few questions.
                              > I have a new Entity of PBX however when i adjust the formula its not working. To this give me an error in the logs: pbxsIds=list(targetEntity\attribute('pbxId')); opportunitiesIds=list(null);
                              What the error are appeared in the logs?
                              Have you made the same relation beetwen PBX and Documents as Acount has?
                              If yes, is the 'pbxsIds' is the proper name of the linked field?

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