Announcement

Collapse
No announcement yet.

Linking Parents

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Linking Parents

    Hopefully somebody can help....I am linking opportunities to parents and the parent maybe an account or it maybe a Lead. If I have a defined link in opportunity to a parent (see below) then it works fine -


    and I can see it on the account page (highlighted in red below)

    Click image for larger version

Name:	pic2.png
Views:	326
Size:	51.4 KB
ID:	46572
    BUT this means that I have to have another box on the opportunities page to link it to a lead which I don't want to do. Instead when I link to a multiple choice parent where the selection is Account or Lead, it will not automatically appear in the Opportunity list in the Account

    Click image for larger version

Name:	pic3.png
Views:	276
Size:	15.6 KB
ID:	46573

    New opportunity missing from the list -

    Click image for larger version

Name:	pic4.png
Views:	262
Size:	12.4 KB
ID:	46574

    Therefore I have to manually add it to the Opportunity by selecting the three dots ... then select and manually linking it.

    Why does it not automatically link if I want to use the multiple parent route?


  • #2
    Hello,
    I recommend you to use a standard Account field. Account entity has its own specific logic in relation to the rest entities. In this case, it is harder to make parent field and it demands a deep understanding of Espo and coding.

    Comment

    Working...
    X