workflow help on relations Many-to-One and One-to-Many.

[Nishan Perera]

Hello,

I'm want to link single record from relation entity which created At current month. For every month there will be one new record in entity stock. Below screenshot is Entity Items and its related to stock

relations is used Many-to-One and One-to-Many.

Any help to create workflow to this

[Maximus]

Hi Nishan,
It is not clear. Could you describe it more detailed?
Thanks.

[Nishan Perera]

Hi Maximus ,

In this interface I wanted to update "Stock" field with the related stock record which is created on current month.

Example-
if current month January
Stock = Pack, January 2021

if current month February
Stock = Pack, February 2021


Every month Stock field should change with the current month stock record. Only one record will create for every month for each item.

[Maximus]

This makes sense.
Well, I see it with this way.
1. Create a Workflow for the target record:
- Trigger type: After record creation
- Action: Update target record -> you will need to write a huge formula here
2. How I see it:

// Determine the month of the createdAt field and convert it to a raw format. E.g.:

$month = '';
$year = datetime\year(createdAt);
$stockName = ''
ifThen(
    datetime\month(createdAt) == 1,
    $month = 'January';
    $stockName = string\concatenate("Pack, ", $month, " ", $year)
);
ifThen(
    datetime\month(createdAt) == 2,
    $month = 'February';
    $stockName = string\concatenate("Pack, ", $month, " ", $year)
);
//Other condition to determine the rest months.
....

// Fetch ID of the Stock record with this formula https://docs.espocrm.com/administration/formula/#recordfindone. E.g.:

$id = record\findOne('Stock', 'createdAt', 'desc', 'name=', $stockName);

// Link the target record with to a Stock.

stockId = $id;