Formula on a linked entity

[mbrands]

Hi everyone,

I started recently with EspoCRM and am still learning on how certain things work. One function is pretty much still a mystery, thats formula.
I found out i can calculate from fields within the same entity, like fieldA = fieldB + filedC, but i was wondering if i can do the same trick with linked entities.

Lets say i have entity "projects" and entity "expenses", i linked them together so i can add "expenserecords" to the project
Can i make a field and let it add up the expenses by formula so it shows how much (in money) expenses are linked to the project?

To add to that, can i also make it that it only adds the ones that have the field "approved" set to "yes"?

Any help is much appreciated.

Best regards,
Maarten

[tanya]

Hello,

it's possible with workflow, but could work with some mistakes.
But for now it is reliably only with hooks.
https://www.espocrm.com/documentatio...lopment/hooks/

Or you can create notStorable field, like Entry Count in Target List (
application/Espo/Modules/Crm/Resources/metadata/entityDefs/TargetList.json (fields -> entryCount)
application/Espo/Modules/Crm/Services/TargetList.php (loadEntryCountField in loadAdditionalFields and loadAdditionalFieldsForList)
)