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Create a relationship with an entity that has a relationship with another entity?

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  • Create a relationship with an entity that has a relationship with another entity?

    Hello everyone.

    I would like to create a formula that achieves the following:

    When I create a new contact and I and link it to an Account, and the Account has a relationship with another Entity (Tickets), I would like the contact to also establish a relaitonship with the ticket that the Account has a relationship with.

    Is this possible?




  • #2
    In order for the Contact to be automatically related to the Ticket (or Tickets) with which the Account has a relationship, it's necessary that a certain relationship has already been configured between the Contact and the Ticket (or Tickets)​.

    So, what are the Relationships between:
    - Account and Ticket (s)?
    - Contact and Ticket (s)?
    - Also, what relationship are you using between Account and Contact?

    Click image for larger version  Name:	image.png Views:	0 Size:	23.2 KB ID:	106060

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