How to post to stream using formula or workflow

[sapyantuk]

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,

[Danny]

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

[sapyantuk]

Its not working .

[sapyantuk]

its not working

[Danny]

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.

[sapyantuk]

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

[Danny]

Is there any other workflow/flowchart running that keep updating Lead?

[sapyantuk]

No , there is no any workflow and flowchat

[Danny]

Thats weird, for me it's only run once.

[Danny]

I don't think you can change "System posted ..." but you can add attribute to your post

[sapyantuk]

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

check this one

[sapyantuk]

yuri Can you please check this issue .

[lazovic]

I am currently working on your issue. Please wait a little more.

[lazovic]

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.

[sapyantuk]

I have tried this. still not working

[lazovic]

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.

[sapyantuk]

i have tested this with another entity also. Same issue

[sapyantuk]

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.

[lazovic]

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]

Thank you for the report @yubraj I will fix it soon

[eymen-elkum]

Fix version just released!
1.1.1

https://www.eblasoft.com.tr/espocrm-extension-page/stream-post-updae-modifiedat