how to use the filter in entity\countRelated and entity\sumRelated

[Vincent]

I see the following example in https://www.espocrm.com/documentatio...ation/formula/

entity\countRelated('opportunities', 'open')

it should be used to count the number of opportunities, where is the meaning of the filter parameter 'open' ? which opportunities record will be counted?

Thanks.

[Vincent]

i've got the answer

https://forum.espocrm.com/forum/general/40409-formula-entity-sumrelated-filter

[rodrigocoelho]

i've got the answer
https://forum.espocrm.com/forum/gene...related-filter

No way. This could be easier for who is not a programmer. Why not having filter as an Attribute condition, like "fieldx == 1"

Is is possible to implement this?

[esendino]

Hello.

I'm having problems using this formula. I split this post in two pieces as I have surpassed the max number of attachments

This is part 1

I have two entities: WCOrders and WCOrderLine with a relationship 1-N




I launch a Process related to a saved WCOrder with the attached Flowchart.



At the end of the Process I ask for obtaining a summary of the quantities included in all the the related WCOrderLines using the formula sumRelated. I have 6 additions and 6 different filters.




End of Part 1

[esendino]

Part 2


I have already defined the report filters, They filter based on the Field lGTipoProducto . It is a List Field and may have 6 different values. I´m copying only one Report Filter.




The issue is that in my example I have 3 Order Lines with 3 different lGTipoProducto with Quantities 1, 1 and 2. (Total for all orderLines is 4)

And the output of the formula sumRelated for any of the posssible values of lGTipoProducto is the same: 4


This seems to me that the filter is not working and is adding all the quantities of all the related records regardless their lGTipoProducto.

But if I look at the reports they are working fine. They are providing the expected output.


So seems I'm not making the right reference to the filter. But I don't see anything wrong in the expression.

M ay you help me to spot the mistake?

Thank you very much in advance

[esendino]

Hello no need assistance on this any longer. I found it.

In case anyone is interested there are two steps on this.

First. You need to define a Report. This report has the filter you need.

Second. Then you need to define a Report Filter (directly with thin name in Administration). In that Report Filter you address the Report defined first.