Formulas: Get Related Entity's Phone Number

[tobias]

Hi there,

we've set up a workflow to create a Call (Related Record) whenever a new Lead (Target Entity) is created (see screenshot attached).

The new call should have a short description, including the Lead's phone number. To achieve that, we used the following formula for the new related record:

short_description=string\concatenate(targetEntity\attribute('first_name'), " ", targetEntity\attribute('last_name'), " - phone number: ", targetEntity\attribute('phone_number.name'));

Using phone_number.name was a best guess that didn't work.

Any suggestions?

[yuri]

Hi,

Did you try targetEntity\attribute('phoneNumber') ?

[tobias]

Yes, I tried:

parent_id=targetEntity\attribute('id');
short_description=targetEntity\attribute('phoneNumber');

Also,

parent_id

isn't working either.

Any other ideas?

Here's the current setup:

[yuri]

Maybe you should try:

parentId = targetEntity\attribute('id');
shortDescription = targetEntity\attribute('phoneNumber');

.

[tobias]

Perfect, that did the trick

Note that we as well had to set parentType = 'Lead'.

The final code reads:

parentId = targetEntity\attribute('id');
parentType = 'Lead';
shortDescription = string\concatenate(targetEntity\attribute('firstName'), " ", targetEntity\attribute('lastName'), " - phone number: ", targetEntity\attribute('phoneNumber'));