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How to post to stream using formula or workflow

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  • How to post to stream using formula or workflow

    Dear team,

    I am reaching out because I would like to post to the stream of the lead entity using a formula script. I have a field called "Update" (a text field) that is required when a user makes changes in any other field. My goal is to post the text that is written in the "Update" field to the stream using either a formula or workflow.

    Thank you for your assistance.

    Best regards,

  • #2
    Maybe this will help you Automatic posting to stream with Workflows (espocrm.com)

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    • #3
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ID:	90350​Its not working .

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      • #4
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        its not working​

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        • #5
          Hi,

          Make sure your Workflow tartget entity is Lead and also what is your trigger type. For me it is working after I update the record.
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          • #6
            i dont know why its not working for me .
            and one more thing Can we change the name of person who have posted the name

            when i set the workflow . there is a loop


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            Last edited by sapyantuk; 04-06-2023, 08:47 AM.

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            • Danny
              Danny commented
              Editing a comment
              Is there any other workflow/flowchart running that keep updating Lead?

            • sapyantuk
              sapyantuk commented
              Editing a comment
              No , there is no any workflow and flowchat

            • Danny
              Danny commented
              Editing a comment
              Thats weird, for me it's only run once.

          • #7
            I don't think you can change "System posted ..." but you can add attribute to your post
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            • #8
              Originally posted by yubrajkafle View Post
              i dont know why its not working for me .
              and one more thing Can we change the name of person who have posted the name

              when i set the workflow . there is a loop


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              check this one

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              • #9
                yuri Can you please check this issue .

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                • lazovic
                  lazovic commented
                  Editing a comment
                  I am currently working on your issue. Please wait a little more.

              • #10
                sapyantuk,

                As you can see on the screenshot, the workflow is configured exactly like yours. No looping occurs.

                Please try turning off all other workflows for a while and test the functionality of this workflow. It may well be that the looping is due to the execution of other workflows that update the lead.​

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                • #11
                  I have tried this. still not working

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                  • lazovic
                    lazovic commented
                    Editing a comment
                    In this case, I can only offer you the following option, which will be as fast as possible: you can give me a test temporary admin access to the instance in private messages, I will figure out what the problem is, and after solving we will write the same solution in this post on the forum.

                    You can also write to technical support, but I immediately say that it is highly likely that access will also be needed.

                    Choose the option that suits you and let me know.

                • #12
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                  i have tested this with another entity also. Same issue​

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                  • #13
                    Dear Lazovic lazovic ,

                    I would like to express my gratitude for your valuable help in fixing the issue that I was facing with the workflow. Through your guidance, I was able to identify the root cause of the problem.

                    It appears that the issue was caused by an extension named 'stream-modified-at', which was developed by Eymen. eymen-elkum I had installed this extension, which may have created the loop. Therefore, I would like to request you to check if this extension is causing any issues from your side as well. eymen-elkum

                    As soon as I uninstalled the 'stream-modified-at' extension, my issue was resolved. However, I must add that this extension has been very helpful for me, and I am looking forward to the fix if it is the actual cause of the problem.

                    Thank you once again for your assistance.

                    Comment


                    • lazovic
                      lazovic commented
                      Editing a comment
                      Dear Yubraj,

                      We are always happy to help you. We are very glad that this issue has been solved and we hope that Eymen will release a fix very soon and everyone will be able to continue to enjoy using both the creation of formulas for Notes creating and the Stream Modified At extension.

                    • eymen-elkum
                      eymen-elkum commented
                      Editing a comment
                      Thank you for the report @yubraj I will fix it soon

                    • eymen-elkum
                      eymen-elkum commented
                      Editing a comment
                      Fix version just released!
                      1.1.1
                      Espocrm, Version: 1.1.0 Update the Modified At of the Parent Entity upon Posting on the Stream. With this extension, the Modified At timestamp of the parent entity will be automatically updated to the current time when a user posts on the stream. Get it for free by using the coupon code STAY_SAFE during checkout. WE ONLY ACCEPT COMPANY EMAILS
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