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  • Fourmula Help

    Hello My Fellow Espo Peeps.

    I create a "Payment" entity to receive payments on invoices. I then created a One-to-Many relationship from invoices to payments. I then added a currency field in invoice module called " Amount Received". Now having that said I would like to SUM the field "Payment Amount Received" in the "Payment" module for all related payments. I would then like the result to be added in the "Amount Received" field in the invoice module. I'm NOT using any filter at this moment as Im just testing. Below is my formula which is based on the documentation here >>https://www.espocrm.com/documentation/administration/formula/<<

    amountReceived=entity\sumRelated('Payment', 'paymentAmountReceived')

    Can anyone see anything wrong with this formula as its not calculating? (Below is screenshots of all related modules)

    Entity Manager Invoice Relationship Screenshot: https://prnt.sc/qqdv6w
    Entity Manager Invoice Fields Screenshot: https://prnt.sc/qqdvv2
    Entity Manager Payment Fields Screenshot: https://prnt.sc/qqdwb9
    Entity Manager Payment Relationships Screenshot: https://prnt.sc/qqdwb9
    Invoice Screen: https://prnt.sc/qqdy3b

  • #2
    Originally posted by dodom2 View Post
    Hello My Fellow Espo Peeps.

    I create a "Payment" entity to receive payments on invoices. I then created a One-to-Many relationship from invoices to payments. I then added a currency field in invoice module called " Amount Received". Now having that said I would like to SUM the field "Payment Amount Received" in the "Payment" module for all related payments. I would then like the result to be added in the "Amount Received" field in the invoice module. I'm NOT using any filter at this moment as Im just testing. Below is my formula which is based on the documentation here >>https://www.espocrm.com/documentation/administration/formula/<<

    amountReceived=entity\sumRelated('Payment', 'paymentAmountReceived')

    Can anyone see anything wrong with this formula as its not calculating? (Below is screenshots of all related modules)

    Entity Manager Invoice Relationship Screenshot: https://prnt.sc/qqdv6w
    Entity Manager Invoice Fields Screenshot: https://prnt.sc/qqdvv2
    Entity Manager Payment Fields Screenshot: https://prnt.sc/qqdwb9
    Entity Manager Payment Relationships Screenshot: https://prnt.sc/qqdwb9
    Invoice Screen: https://prnt.sc/qqdy3b
    Try amountReceived=entity\sumRelated('payment', 'paymentAmountReceived');

    Comment


    • #3
      Sorry the below did not work either

      Try amountReceived=entity\sumRelated('payment', 'paymentAmountReceived');


      Comment


      • #4
        Originally posted by dodom2 View Post
        Sorry the below did not work either

        Try amountReceived=entity\sumRelated('payment', 'paymentAmountReceived');

        Post the workflow screen...

        Comment


        • dodom2
          dodom2 commented
          Editing a comment
          Its a custom script in the formula section but here it is>>> https://prnt.sc/qqhlxy<<<

      • #5
        It is missing the ; on the end of the line ...

        Comment


      • #6
        Look goods! Look like you just create a "Receipt" system, it one of the thing that I will be needing to do in the future as our client want receipts which is just a PDF printout of the Payments entity you create.

        Comment


        • #7
          Hello,
          You should use 'payments' instead of 'Payment' in the formula (e.g. amountReceived=entity\sumRelated('payments', 'paymentAmountReceived')). 'Payment' is the entity name but 'payments' is the name of a link to this entity in the relationship between Invoice and Payment.

          Comment


        • #8
          Are you sure it is triggering right the workflow? Did you see the LOG window of the workflow?

          Comment


        • #9
          For everyone that has offered their help here. . . this is what ended up working:
          amountReceived = entity\sumRelated('payments', 'paymentAmountReceivedConverted'); amountReceivedCurrency = 'USD';

          Comment

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