Help needed Workflow automatic Account creation and linking problems

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  • AndyW
    Junior Member
    • Oct 2025
    • 3

    #1

    Help needed Workflow automatic Account creation and linking problems

    Hi,
    I'm new to EspoCRM and I'm trying to add some functionality and fields to my setup. I have problems with one part that I hope you can help with:

    I have added a few extra fields to Contact (detail layout: one is Member of account which should display the account name with a link so if you click it you are taken to the account)

    Then on Account there is the bottom panel with Contacts which I want to display all contacts connected to this account.

    I have created a workflow (I have advanced pack) with a checkbox that asks if I want to create a new account, if checked, then a Account name field appears for the naming of the account. Furter I copy some info from contact to account, like phone number, city and so on with actions in workflow. This works.

    However, I'm unable to show the link to contact and account (on both sides) and I can't figure out what's wrong. I believe I should use contact, but it's not available from links in workflow actions and blank under contact - relationships.

    Contact:
    Click image for larger version

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    Any suggestions how I can link these up so that I see account (and link to) on contact detail page and contact(s) to the account on the bottom panels under Account?

    thanks

    Andy
  • AndyW
    Junior Member
    • Oct 2025
    • 3

    #2
    I managed to make it work. I created a new relasionship and used this in all layouts and it worked. I guess I might have mixed up some fieldnames before and that's why I didn't see the linked contacts to accounts and vice versa.

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