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Formula for teams

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  • Formula for teams

    Good afternoon.
    Could someone guide me in my formula?
    I try to assign a team to my record depending on the content of a field within the same record, but apparently it doesn't work for teams.
    This is the formula that I am applying:

    ifThen (office == 'Aguascalientes', teamsNames = 'Office Aguascalientes');

    Thanks in advance for your attention.

  • #2
    I don't use this type of formula so can't help you. Not sure if any of these thread give you some insight to getting it to work.

    https://forum.espocrm.com/forum/general/58131-case-team
    https://forum.espocrm.com/forum/gene...mber-of-a-team

    Comment


    • #3
      Hi sandra6012
      try to use this Formula:
      Code:
      ifThenElse(
          office == 'Aguascalientes',
          entity\addLinkMultipleId('teams', '52bd3ee937361'),
          entity\removeLinkMultipleId('teams', '52bd3ee937361')
      )

      'teams' - link name. You can get it in the relationship settings.
      '52bd3ee937361' - id of the team

      So if you set 'Aguascalientes' then the record will be assigned to a team. If you change it, then the record will be unassigned from this team.
      In case you don't need unassign action, then you can define the formula this way:

      Code:
      ifThen(
          office == 'Aguascalientes',
          entity\addLinkMultipleId('teams', '52bd3ee937361')
      )

      Comment


      • #4
        Thank you very much, it worked perfect!

        Comment

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