How to deducted a value for a task

[ivan2805]

Hi there,

At the moment we have a target of task being perform for a leads, let say that target is 10 task, so the sales team must perform 10 task for a specific leads.

For that I'm creating a balance field in the leads entity with 10 as the value.

The question is, how can I deducted that value to minus 1, everytime a task has been completed for that leads.

I'm trying to achieve this using formula.

Any help would be very appreciated.

Thank you

[ivan2805]

Bump...!! Anyone please?

[rabii]

you can try this formula on your task entity:

ifThen(entity\attribute('parentType') == "Lead" && entity\isAttributeChanged('status') && entity\attribute('status') == "Completed",
$tasksCount = record\attribute('Lead', 'parentId', 'taskCount');
$newTaskCount = $taskCount - 1;
record\update('Lead', 'parentId', 'taskCount', $newTaskCount);
)

replace taskCount with the field you set on your lead that hols the count.
i have not tested this so you need to test it but it should work

[ivan2805]

Hi rabii

I've tried the code above but unfortunately its not working, no error code or nothing, it's not deducting the value.

[ivan2805]

Hi Rabii

No worries, i manage to figire it out, it turns out the $taskcount variabel from your code is missing an 'S' so i just add the S on it and it works, thank you so much for your help

[rabii]

yes i just noticed that it was missing an S. i am glad it worked now happy that i helped.

thanks