Dropdown with other users of the CRM

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  • crmtesting
    Member
    • Oct 2024
    • 33

    Dropdown with other users of the CRM

    I created a new entity for this, but still I am unable to achieve what I want.

    So, there is a small team of people and a group of 1 or 2 or 3 or 4 or more people work on a project and it is easy to forget. It's a many to many relationship, many people can be assigned to one project, one person can be assigned to many project.
    It's different from Assigned User but a similar interface is required.

    I created a new entity: projects with just name field. I want to create a new field "assigned to" which has a list of all active users and it is easy to select multiple users so that it can be easily recorded who is working on a particular project.
    Please guide how can I create such a field, I am exploring entity manager and the documentation, I even checked out the relationship field but I am unable to achieve this simple task.


  • shalmaxb
    Senior Member
    • Mar 2015
    • 1650

    #2
    You create your project collaborators in one custom entity and the projects in another entity. Thes two entities you connect by a relationship as you described.

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    • crmtesting
      Member
      • Oct 2024
      • 33

      #3
      shalmaxb thank you very much for your response.
      Very embarassed to tell that I had already done what you suggested but stupid me forgot to go to layout manager and add the field to show.

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