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Linking fields under Accounts and Contacts

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  • Linking fields under Accounts and Contacts

    I have created identical accountStatus enum fields under Accounts and Contacts. I would like to link these fields so that when a change is made in the accountStatus field for an account, that change will automatically be made in the accountStatus field for contacts associated with that account. Is this possible? If it is, how can I establish the link? Thanks.

  • #2
    There are several ways to do this
    - worflow from Adavanced pack (if you use )
    - create a hook (http://forum.espocrm.com/forum/devel...7-entity-hooks)
    - make one field (in Account for example) with type Enum (or varchar), other (in Contact) with type foreign.

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    • #3
      Tanya, thanks for your response. I used the third option you listed. I made the accountStatus field under Contacts with the type foreign and linked it to the accountStatus enum field under Accounts. It works perfectly for what I need. I appreciate your help!

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