I am currently trying to update the standard Invoice object record's field; "payment amount" with a calculated sum collected from a custom object called: "Payments" from it's "Amount" field.
-Payments Record Added has the filter conditions of, "Amount is filled in" - Payments Record Deleted has no filters - Payments Record Modified has the, "Changes expected in any selected fields = 'Amount'"
And this is the current Invoice Record:
The Payment Amount field AND the test payment amount field I created show no input despite refreshes and alterations. I would appreciate any suggestions on my wrongdoings, as this is a more fundamental business process I have used before.
Thank you in advance for any help you can provide.
Thank you Ryan. I must have overlooked that detail while reviewing other work! I am now having a new issue where the calculation element shows an incorrect sum.
For instance, when setting the Calculate Element to, "OR" I will have one record with an amount of $4500. When modified, it will then show a sum of $94,500.
But if I set it to, "AND", then the Calculate Element will show $0 for both the input and output.
I am going to answer my own question here for my reply, as I discovered that my filters were not working correctly and the calculated sum was adding ALL records of the Payments object:
I found that for the "Calculate Element" filters, not only did I not need the
"id ≠ Payments.Record Deleted.Unique identifier of record"
But that the filter of:
"Invoice = Read Invoice from IWPayments.First item of resulting collection.Invoice"
Should be:
"Invoice.Id = Read Invoice from IWPayments.First item of resulting collection.Invoice"
I thought I had set it to that already, but I must have overlooked it while troubleshooting other solutions.
I'm trying to calculate 60 days before a date captured by the user to create a reminder. I'm using the Formula in the Business Process but I cannot make it work, I see the following error: Formula value error: Cannot convert type "Int32" to "Entity"
It looks like it's an issue with trying to set the parameter you've selected to the value of the formula - what is the type of the parameter? It should be an integer based on the formula shown, which will be returning the day of the month 60 days before the Fecha de Lanzamiento date.
We tried to check the behavior. It looks like the problem lies in expression because you are using .Day at the end. We were able to successfully subtract -60 days simply by using the .AddDays(-60) method. [#read contact.First item of resulting collection.Birth date#].AddDays(-60)