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Formulas on Linked Entities

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  • Formulas on Linked Entities

    Hello!
    I have been trying to get my Cases entity to update when the status is changed to close. I have a custom entity called "Case Queue" and am trying to automate the closure process of the ticket to either clear the link, or assign a difference queue entity to the case. I have been trying different formula, but I seem to be unable to modify (or even throw an error) when attempting to modify that field.

    When status is set to closed, I need the caseQueue (linked to a custom entity) to be changed on the case to either "Closed Case" (a record in that entity), or unlinked.

    Thank you,

  • #2
    Hello,
    if you have an Advanced Pack you can easily do it with Workflow. Please go to Administration --> Workflows --> Create Rule. Choose Target Entity --> 'Case', Trigger Type --> 'After record saved' Conditions: All/Status/equals/Closed,
    Actions: Update Related Record/Link --> caseQueue/Add Field --> Status/value/completed.

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    • #3
      Is there a way to do this using the formulas function that is not apart of Advanced Pack? I do not have that paid add on right now.
      Thank you,

      Comment


      • #4
        Hello,
        base Formula can modify only target entity, not related.
        The only way, if you don't have Advanced Pack is using hook feature
        https://www.espocrm.com/documentatio...lopment/hooks/
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