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How to deducted a value for a task

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  • How to deducted a value for a task

    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

  • #2
    Bump...!! Anyone please?

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    • #3
      you can try this formula on your task entity:

      Code:
      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
      Rabii
      Web Dev

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      • #4
        Hi rabii

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

        Comment


        • #5
          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

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          • #6
            yes i just noticed that it was missing an S. i am glad it worked now happy that i helped.

            thanks
            Rabii
            Web Dev

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