How to show Entity information in reference to a seperate Entity within a case.

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  • DiegoO
    Junior Member
    • Oct 2024
    • 4

    #1

    How to show Entity information in reference to a seperate Entity within a case.

    Hello everyone,

    I am trying to help my team with making the process easier in cases. We use Machine IDs that are attached to the case they are working on (That is our primary focus as a service team) so we can understand what machine we are going to be working on. In our system, we have a Warranty Entity that is attached to the Machine ID (did it this way because there is a lot of information in the warranty section that would go above just having it built in the Machine ID entity). I attached the Warranty Entity to the cases as a "Case --> Many-to-Many --> Warranty" and the Machine ID Entity as "Case --> Many-to-One --> Machine ID".

    My question is if there is a way for a case to display the warranty information that is in relation to the Machine ID Entity?

    I suspect that I can make a workflow that would allow a trigger for when the field is updated to then use that label or ID to then filter the warrenty view to show all that are related to that machine ID, but I can't seem to figure out the formula to make that happen. Been learning ESPOCRM for about a year now, but the syntax of the ESPO language is still beyond something I can figure out. Wish it could just be Java or C++...

    I attached photos to show what I want to do visually.
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