Fill Quote Name from Quote Items

[_frank_]

Hi there,

I would like to create a workflow with target entity Quote that take as a variable the Quote Items included.

An example could be: If the quote status is "Approved" and is contained the "Item 1" -> do a specific action.

Since the Items could be more than one, I didn't find in the workflow option the possibility to work on the Quote Items. For this reason I tried to work with the Formula but didn't work. Please check the attached screen.

Other option I can fill the Quote name with the Quotes Items names thought a workflow. Also in this case since the Items can be more than one I cannot copy the name from the items to the Quote.


Do you have an idea how can I solve this??

[eymen-elkum]

Hi Frank,

First you may need this function to fetch the list of linked quote items:

https://docs.espocrm.com/administrat...indrelatedmany

Then you loop over the related entities using this:

https://github.com/espocrm/espocrm/issues/1709

Then you use this function to fetch the name of every quote item entity:
https://docs.espocrm.com/administrat...ecordattribute

Needs some effort but I think you can do it, not sure

NOTE: the while formula seems not merged yet, will wait till 5.9.2 release!

NOTE: I not tested, just referring to the resources

Best Regards