Help with Workflows/Business Rules

[animax]

Hello,

I want to set up a workflow / Business Rule that does the following:

I have entity A, in this entity there are entries that contain the field X, among other things.

Entity A's entries are linked to entity B in the form that one entry from A can have multiple entries from B.

Now the following should happen:
If I set the X field to a specific value in entity A's entry, then all entity B's entries that have a specific status should be set to a new value Y.

Example:
Entry in Entity A has status field "Active", I set it to Inactive. Then the status of the related entries of entity B that have a certain status should be automatically set to a new value.

How can I set this up in the workflow? The Advanced Pack is available.

Thank you for your help.

[rabii]

you can create a workflow as below: i will use existing entities Account (A) => Opportunity (B) they already have a one to many

Target entity Account => after record updated

Condition (status changed And status = 'Active')

Trigger => Formula script task and then loop through the related entries of opportunities and update their status or any other fields you wish to change as below:

// count all related entities (B)
$count = record\count('Opportunity', 'accountId=', id);

// get list of all the related entities B given the count above and also specifying only one specific stage
$opps = record\findRelatedMany('Account', id, 'oppotunities', $count, 'createdAt', 'desc', 'stage=', 'Prospecting');

$i = 0;

// loop through them and update their status (if status is not update then try record\update('Meeting', array\at($opps, $i), 'status', list('New Status')) it should work
while(
    $i < array\length($opps),
    (
        record\update('Opportunity', array\at($opps, $i), 'status', 'New Status');
        $i = $i + 1;
    )
);​ 

Hope this helps

It is easy what you want to achieve and you can do it even using only formula.

[animax]

Hi rabii... thank you for your help!

However, I only want to change the entries in Entity B that have the status "Y". This should be changed to "Z" for all entries that it affects. Only the entries that belong to A's entry, of course. Everyone else doesn't.

Can you add that to the script? Thanks very much.

[rabii]

if it would be helpful to provide the name of the entities and fields if that is ok with you. i am happy to provide you with code as for the example i provided above it does only change 'Opportunity' which represent entity B in your case.

[animax]

Ok, No Problem!

Entity A we call "Domizilservice".
The Status Field in A we call "status".
There is an "Active" status and an "Inactive" status.

Each entry in "Domizilservice" has several entries of entity B. Entity B we call "Posteingang".
There is also a field called "status" in each entry.

Now my feature request:
If I change the "status" field of an entry in A from "Inactive" to "Active", then I want all related entries of entity B - that currently have the status "Completed (Inactive)" (no other status, only these!) - to be changed to the status "recorded".

I hope this makes the requirement clear.

[rabii]

here is the code, just review it and give it a go. i suggest to try it out on the sandbox - this version consider that the code will be used on formula if you want to use it in workflow just remove the condition and add condition by workflow:

Please note that i assumed the relations between the two entities is called posteingangs - make sure to correct this ti reflect the correct relationship name.

ifThen(!entity\isNew() && entity\isAttributeChanged('status') && status == 'Active',

    $count = entity\countRelated('posteingangs');
    
    // get list of all the related entities Posteingang given the count above and also specifying only one specific stage
    $posteingangs = record\findRelatedMany('Domizilservice', id, 'posteingangs', $count, 'createdAt', 'desc', 'status=', list('Completed', 'Inactive'));
    
    $i = 0;
    
    // loop through collection and update their status
    while(
        $i < array\length($posteingangs),
        (
            record\update('Posteingang', array\at($posteingangs, $i), 'status', 'recorded');
            $i = $i + 1;
        )
    );
)​ 

[animax]

Hi rabii... something is wrong with that. By the way... the entity and the entries are actually both named "Posteingang", without s on the end, as usual.

The status of Posteingang to search for is called (filter) called
"erledigt (Kunde Inaktiv)"

Please take a look on the screenshot and the customized code

ifThen(!entity\isNew() && entity\isAttributeChanged('status') && status == 'Activ',

    $count = entity\countRelated('posteingang');
    
    // get list of all the related entities Posteingang given the count above and also specifying only one specific stage
    $posteingang = record\findRelatedMany('Domizilservice', id, 'posteingang', $count, 'createdAt', 'desc', 'status=', list('erledigt (Kunde Inaktiv)'));
    
    $i = 0;
    
    // loop through collection and update their status
    while(
        $i < array\length($posteingang),
        (
            record\update('Posteingang', array\at($posteingang, $i), 'status', 'erfasst');
            $i = $i + 1;
        )
    );
)​

[animax]

I accidentally added the script to the conditions. Silly me. Now I have correctly stored it in the actions and the workflow starts.

BUT: Unfortunately, no status of the "Posteingang" is updated for the entries.

[rabii]

you have removed the condition please add condition.

[rabii]

hey as mentioned before you should not include the if condition if you are using workflow hence the condition is checked by the workflow which means you should use only the code below:

$count = entity\countRelated('posteingang');

// get list of all the related entities Posteingang given the count above and also specifying only one specific stage
$posteingang = record\findRelatedMany('Domizilservice', id, 'posteingang', $count, 'createdAt', 'desc', 'status=', list('erledigt (Kunde Inaktiv)'));

$i = 0;

// loop through collection and update their status
while(
$i < array\length($posteingang),
(
record\update('Posteingang', array\at($posteingang, $i), 'status', 'erfasst');
$i = $i + 1;
)
);​ 

try this instead. let me know if it works.

[animax]

The workflow is running, but unfortunately still no entry is updated in "Posteingang". The status "erledigt (Kunde Inaktiv)" remains unchanged. It should actually read "erfasst".

What could that be?

[rabii]

you have to add condition to when the workflow triggers, now you have no condition and workflow triggers on update. add condition as per screenshot.

[animax]

I did that, but the entries in "Posteingang" are not updated.

$count = entity\countRelated('posteingang');

// get list of all the related entities Posteingang given the count above and also specifying only one specific stage
$posteingang = record\findRelatedMany('Domizilservice', id, 'posteingang', $count, 'createdAt', 'desc', 'status=', list('erledigt (Kunde Inaktiv)'));

$i = 0;

// loop through collection and update their status
while(
$i < array\length($posteingang),
(
record\update('Posteingang', array\at($posteingang, $i), 'status', 'erfasst');
$i = $i + 1;
)
);​

[rabii]

please check if posteingang this is the correct name for the relationship / foreign link. it could be just some name is not correct. i have tested code and works just changed entities

[animax]

Here are screenshots of the names of "Posteingang" and the "Status" field with its entries.

[rabii]

what is the relationship name between Domizilservice and Posteingang??

[rabii]

ok best way to debug is to try out this in sandbox, please go to sandbox and test out the code then you can print the result of each query to see what is wrong. do you know how to use the sandbox ?

[animax]

And here from Domizilservice