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  • Make Formula

    Help me write the formula

    1) Create Entity 'Mycompany' including 2 field 'name' and 'bankaccount'.
    2) Create Entity 'Transacthion' 4 field 'num', 'date', 'amount' ,'name_mycompany(link)', num_bankaccount'.
    3) After import *cvs i have 3 field example : date :10.03.2022 amount : 4000USD account : 1000.2000.23235235.344
    4) I need formula for automate choise link "mycompany" for some account "like this 1000.2000.23235235.344

    Thanks
    Last edited by yuri; 04-04-2022, 09:14 AM.

  • #2
    Hi,

    Please try to use this formula:
    Code:
    record\update(ENTITY_TYPE, ID, ATTRIBUTE1, VALUE1, [ATTRIBUTE2, VALUE2 ...])
    Updates an existing record with attributes specified as key-value pairs. Returns TRUE if success, FALSE if failure.

    Example:
    Code:
    record\update('Meeting', 'SOME-MEETING-ID', 'emailAddress', 'SOME@ADDRESS.com', 'assignedUserId', 'SOME-USER-ID')
    It will update the meeting with ID SOME-MEETING-ID, and will set emailAddress = 'SOME@ADDRESS.com', assignedUserId = 'SOME-USER-ID'.


    (This information is taken from the official EspoCRM documentation: https://docs.espocrm.com/administrat.../#recordupdate)

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