Possible to reference one layer up in links?

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  • happyfriday
    Member
    • Jun 2025
    • 30

    #1

    Possible to reference one layer up in links?

    Hello! I have an entity B (Project Task). My goal is to create a new instance of B when some conditions are true. To do so, I created a new entity A (Recurring Task) with a one to one link to B, and have a workflow to check on all of A for when the condition is true (when next recurring date is today). However, in my workflow for my condition check for A to create a new B, in "Create New Record", I am unable to access B's info in the A-> link.
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ID:	120125Is it possible to do this? Or can anyone come up with a better way to do this? I intialy wanted to keep the entities separate to make it extendable but it seems like there is no built-in duplicate feature anyway.

    Thanks!
  • victor
    Active Community Member
    • Aug 2022
    • 975

    #2
    In your previous topic, I already explained how to interconnect your three entities: https://forum.espocrm.com/forum/gene...886#post119886.
    Specifically, I have covered the Action you are asking about in point 3 in screenshot 3.

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