Count Accounts Assigned To User

[dodom2]

Hi Everyone,

I've added a field called "Goal" in the user entity. Now I want to count all accounts assigned to that user account via formula. I don't see a relationship in the relationship field so hoping someone can assist on the formula to accomplish this. Thank you

[eymen-elkum]

Hi, try this:

goal = entity\countRelated('accounts');

[dodom2]

Thank you eymen-elkum however it returns null. I believe the accounts relationship name you mentioned is being used int he portalusers as you can see in this screenshot. If I knew the relationship name I think it would work tho.

[espcrm]

I suggest you try with another relationship first and see if you can get it to work before trying Portalusers.

[rabii]

There is no relationship between user and account (assigned user is a link added to all entities but doesn't define a reverse relationship). i think best way is to use a hook on account to check if the assigneduser has changed then count the accounts assigned to the user. formula won't work because it is a before script save also you will need an extra formula function (record\findMany) to find all accounts and compare their assigned user to get the count for the current user.

[rabii]

hey dodom2

I found a way to do it without changing anything, i assume this should be triggered everytime the assigned user of an account is changed, therefore you could use the formula below and it will do the job, i have tested this and works fine:

ifThenElse(
  entity\isAttributeChanged('assignedUserId') && assignedUserId,
  (
    $count = record\count('Account', 'assignedUserId=', assignedUserId);
    record\update('User', assignedUserId, 'goal', $count);
  ),
  ifThen(
    entity\isAttributeChanged('assignedUserId') && !assignedUserId,
    (
        $count = record\count('Account', 'assignedUserId=', entity\attributeFetched('assignedUserId'));
        record\update('User', entity\attributeFetched('assignedUserId'), 'goal', $count);
    )
  )
);​ 

Hope this helps