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Formula > Functions > Record

record\exists

record\exists(ENTITY_TYPE, KEY1, VALUE1, [KEY2, VALUE2 ...])

Check whether a record with specified criteria exists.

Examples:

record\exists('Lead', 'emailAddress=', fromAddress)

record\exists('Lead', 'status=', list('Assigned', 'In Process'))

record\count

record\count(ENTITY_TYPE, KEY1, VALUE1, [KEY2, VALUE2 ...])

Returns a count of records with specified criteria.

record\count(ENTITY_TYPE, [FILTER])

Returns a count of records with an optional FILTER applied. More info.

Examples:

record\count('Opportunity', 'accountId=', id, 'stage=', 'Closed Won')

record\count('Opportunity', 'amountConverted>', 1000)

record\count('Opportunity', 'open')

record\count('Lead', 'status=', list('Assigned', 'In Process'))

FILTER is a name of a filter pre-defined in the system. It's also possible to apply a list report as a filter. More info.

record\findOne

record\findOne(ENTITY_TYPE, ORDER_BY, ORDER, [KEY1, VALUE1, KEY2, VALUE2 ...])

Returns a first found ID of a record that matches specific criteria.

record\findOne(ENTITY_TYPE, ORDER_BY, ORDER, [FILTER]) Returns a first found ID of a record with an optional FILTER applied.

Examples:

record\findOne('Opportunity', 'createdAt', 'desc', 'accountId=', id, 'stage=', 'Closed Won')

record\findOne('Opportunity', 'createdAt', 'desc', 'open')

FILTER is a name of a filter pre-defined in the system. It's also possible to apply a list report as a filter. More info.

record\findRelatedOne

record\findRelatedOne(ENTITY_TYPE, ID, LINK, [ORDER_BY, ORDER, KEY1, VALUE1, KEY2, VALUE2 ...])

Returns a first found ID of a related record that matches specific criteria.

record\findRelatedOne(ENTITY_TYPE, ID, LINK, [ORDER_BY, ORDER, FILTER])

Returns a first found ID of a related record with an optional FILTER applied.

If NULL is passed for ORDER_BY and ORDER then a default order will be applied.

Examples:

record\findRelatedOne('Account', accountId, 'oppotunities', 'createdAt', 'desc', 'stage=', 'Closed Won')

record\findRelatedOne('Account', accountId, 'oppotunities', 'createdAt', 'desc', 'open')

FILTER is a name of a filter pre-defined in the system. It's also possible to apply a list report as a filter. More info.

record\findRelatedMany

record\findRelatedMany(ENTITY_TYPE, ID, LINK, LIMIT, [ORDER_BY, ORDER, KEY1, VALUE1, KEY2, VALUE2 ...])

Returns an array of IDs of a related record that matches specific criteria. LIMIT is the max number of record.

record\findRelatedMany(ENTITY_TYPE, ID, LINK, LIMIT, [ORDER_BY, ORDER, FILTER])

Returns an array of IDs of a related record with an optional FILTER applied.

If NULL is passed for ORDER_BY and ORDER then a default order will be applied.

Examples:

record\findRelatedMany('Account', accountId, 'oppotunities', 10, 'createdAt', 'desc', 'stage=', 'Closed Won')

record\findRelatedOne('Account', accountId, 'oppotunities', 3, 'createdAt', 'desc', 'open')

FILTER is a name of a filter pre-defined in the system. It's also possible to apply a list report as a filter. More info.

This function can be utilized for copying related records from one record to another. Example:

// copy teams from account to email
$ids = record\findRelatedMany('Account', $accountId, 'teams', 10);
record\relate('Email', $emailId, 'teams', $ids);

record\attribute

record\attribute(ENTITY_TYPE, ID, ATTRIBUTE)

Returns an attribute value of a specific record.

Examples:

record\attribute('Opportunity', $opportunityId, 'amountConverted')

record\attribute('Opportunity', $opportunityId, 'teamsIds')

By utilizing this function along with record\findOne, it's possible to fetch attribute values of any record in the system.

record\relate

record\relate(ENTITY_TYPE, ID, LINK, FOREIGN_ID)

Relates two records.

record\relate(ENTITY_TYPE, ID, LINK, LIST_OF_IDS)

Links a record with multiple records.

Examples:

record\relate('Account', $accountId, 'opportunities', $opportunityId)

record\relate('Account', $accountId, 'tasks', list('id1', 'id2'))

Note: It won't work in Before save script when creating a new record, because the record doesn't exist yet when formula is processed.

record\unrelate

record\unrelate(ENTITY_TYPE, ID, LINK, FOREIGN_ID)

Unlinks two records.

Example:

record\unrelate('Account', $accountId, 'opportunities', $opportunityId)

record\create

record\create(ENTITY_TYPE, ATTRIBUTE1, VALUE1, [ATTRIBUTE2, VALUE2 ...])

Creates a new record of entity type with attributes specified as key-value pairs. Returns id of the created record, or NULL if failure.

Examples:

$id = record\create('Meeting', 'emailAddress', 'SOME@ADDRESS.com', 'assignedUserId', 'SOME-USER-ID')

record\update

record\update(ENTITY_TYPE, ID, ATTRIBUTE1, VALUE1, [ATTRIBUTE2, VALUE2 ...])

Updates an existing record with attributes specified as key-value pairs. Returns TRUE if success, FALSE if failure.

Examples:

record\update('Meeting', 'SOME-MEETING-ID', 'emailAddress', 'SOME@ADDRESS.com', 'assignedUserId', 'SOME-USER-ID')

It will update the meeting with ID SOME-MEETING-ID, and will set emailAddress = 'SOME@ADDRESS.com', assignedUserId = 'SOME-USER-ID'.

record\relationColumn

record\relationColumn(ENTITY_TYPE, ID, LINK, FOREIGN_ID, COLUMN)

Returns a relation column.

Example:

record\relationColumn('Account', $accountId, 'contacts', $contactId, 'role')

Example (condition checking position in team):

record\relationColumn('User', $someUserId, 'teams', 'some-team-id, 'role') == 'Support Manager'

record\updateRelationColumn

record\updateRelationColumn(ENTITY_TYPE, ID, LINK, FOREIGN_ID, COLUMN, VALUE)

Updates a relation column.

Example:

record\updateRelationColumn('Account', $accountId, 'contacts', $contactId, 'role', 'CEO')