Problem with the connection of two data sets

[peterberlin]

Hello.
We want to create a meeting when creating a new opportunity.
The workflow creates the meeting but the relationship is not shown.
In the workflow
parentType = 'Opportunity';
parentId = entity\attribute('Opportunity.id');
parentName = 'Opportunity';

It does not work.
Espo 5.9.3, Advanced Pack 2.5.14
Does anyone have any ideas?

peter

[DEN]

Hello,

Create Workflow
Target Entity > Opportunity
Trigger type > After record created

Action
Create Record >> Meeting
Name > Field:Name
Parent > Value
Date End > Field:Close date
Date Start > Today/Now

[peterberlin]

Thank you.
But I had already tried that.
The New Record in the Entity Meeting is created, but there is no connection to the opportunity.
Parent > Value
does not work.
peter

[DEN]

Can you show me this in screenshot?

[peterberlin]

[Maximus]

Hi Peter,
Try this

parentType = 'Opportunity';
parentId = targetEntity\attribute('id');
parentName = 'Opportunity';

You can notice that I replaced your parentId = entity\attribute('Opportunity.id'); with my parentId = targetEntity\attribute('id');

[peterberlin]

hello maximus
when I use this code, no meeting is generated-.
peter

[Maximus]

Is there any error in a log?
Could you provide the above screenshots in English please for better understanding?

[peterberlin]

Sorry
Attached is the sales opportunity, the meeting and the worklflow:

[Maximus]

From your screenshots I see that you don't use parentId = targetEntity\attribute('id');. This string is important to link a new meeting to an opportunity. Please insert it into your Workflow action.
On the other hand, I've noticed that you are trying to use parentName = 'Opportunity'; I missed this part previously. Actually, you don't need this formula because the 'parentName' parameter will be automatically fetched from a new meeting. Perhaps this row caused the issue.

[peterberlin]

parentId = targetEntity\attribute('id');
is the solution

parentName = 'Opportunity';
I had to delete it, otherwise a new meeting was not created.

Maximus
Thanks a lot