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
    • 976

    #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.

    Comment


    • happyfriday
      happyfriday commented
      Editing a comment
      Hey Victor thanks for your reply. In this thread, what I meant was accessing the fields of nested objects directly in the "workflow create record page": it seems like the interface restricts chaining another layer deep. My goal is to create a new copy of my project task based on an already existing instance. (im trying to create a scheduled task feature). I realized later that I am able to directly reference them in the expression section, so I worked around it by creating variables to store them in the expression menu and then assigning them in the "workflow create record page", though it isn't very efficient.

      The same thing for objects. I cannot reference them directly in create new record, so I added it as a link field to my workflow entity and was able to link it as you highlighted in the last post.

      Thank you
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