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.
how to use the filter in entity\countRelated and entity\sumRelated
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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
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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
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i've got the answer
https://forum.espocrm.com/forum/gene...related-filter
Is is possible to implement this?Leave a comment:
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how to use the filter in entity\countRelated and entity\sumRelated
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.
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