Fourmula Help

[dodom2]

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

[rodrigocoelho]

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');

[dodom2]

Sorry the below did not work either

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

[rodrigocoelho]

Sorry the below did not work either

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

Post the workflow screen...

[dodom2]

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

[rodrigocoelho]

It is missing the ; on the end of the line ...

[dodom2]

I've tried that as well with no success https://prnt.sc/qqrdqp

[esforim]

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.

[Maximus]

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.

[dodom2]

Like this? https://prnt.sc/qqrdqp

If so its not working

[rodrigocoelho]

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

[dodom2]

Its not a workflow based formula. Its using the formula feature in entity manager. See Here: https://www.espocrm.com/tips/formula-fields/

[dodom2]

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