Many CRM tasks and values can be calculated or updated based on existing data automatically. We’ll walk you through using Formula Script, a simple scripting language designed for EspoCRM.
Interactive demo — click through at your own pace.
In this video guide, you’ll find out how to:
create Before Save Custom Scripts and API Before Save Custom Scripts
use formula scripts in Workflows and BPM processes
test formula expressions in Formula Sandbox
Next step
Try it in EspoCRM
Open a working demo and follow the same steps in a real system.