If you are talking about the linking I think that Maximus already answered, but if you are talking about having one form to create multiple records by selecting multiple accounts and multiple users for assignment then I think you need coding it or 3rd party extension.
You can check this thread may is relevant:
https://forum.espocrm.com/forum/deve...e-tech-records
Announcement
Collapse
No announcement yet.
Create multiple calls/task for selected accounts
Collapse
X
-
Hi,
> but how to do this with multiple entity types?
Could you explain it more explicitly?
Leave a comment:
-
Hello.
If you want to add a new field to the Calls layout that will allow you to choose a few accounts, I suggest you create a new Many-to-Many relation between the Calls entity and Account entity. For this you can make a few next steps:
1. Go to Administration -> Entity Manager and create a relation between the Calls entity and Accounts entity of Many-to-Many type.
2. Go to Administration -> Layout Manager -> Calls -> Detail and add created relation Accounts field to the layout.
3. In the Layout Manager choose the Accounts tab -> Relationship Panel and add to it relation Calls field
You can read more about the relations here https://www.espocrm.com/documentatio...-relationships
Leave a comment:
-
Create multiple calls/task for selected accounts
Hi, I want to create multiple calls for a selected group of accounts. For example, I want to select some accounts to be contacted and then create a call and assign to users. How can I do it?
Thank you.Tags: None
Leave a comment: