Showing items from parent-parent relation

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  • chrismc
    Member
    • Jun 2019
    • 47

    Showing items from parent-parent relation

    Hi,

    I have created a new entity "holding" with 1:n relationship to accounts (=companies). This works well and I can add accounts to holdings. When viewing a holding item I also see the companies added to. Is there a way to also show the contacts when viewing a holding?

    The overall relations are: holding 1:n accounts 1:n contacts.

    Thanks!
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello,
    > When viewing a holding item I also see the companies added to.
    Are you talking about the 'detail view' of the Holding entity?
    Could you describe more explicitly where you want to see the contacts?

    Comment

    • yuri
      Member
      • Mar 2014
      • 8455

      #3
      Hi,

      I believe you should utilize formula to set your custom field with a value of a parent's field.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • chrismc
        Member
        • Jun 2019
        • 47

        #4
        Thank you both for your replies!

        @Maximus: yes at the detail view for example.

        Thanks
        Christoph

        Comment

        • Maximus
          Senior Member
          • Nov 2018
          • 2731

          #5
          If you already have a relation between the holding and contacts entities of the 1:n type, you just need to add the linked contacts field into the detail views layout of the holding entity using Layout Manager. But if you want to see it in the list grid view you have to configure your list view with the same way.

          Comment

          • chrismc
            Member
            • Jun 2019
            • 47

            #6
            Maybe I don't understand, but the relation I have is:
            Holding <-> Account <-> Contact
            And I want to see the Contacts when viewing the details of a holding. Does your answer still apply?

            Comment

            • Maximus
              Senior Member
              • Nov 2018
              • 2731

              #7
              Sorry, I had misunderstood you. In this case try to use way suggested by yurikuzn.

              Comment

              • chrismc
                Member
                • Jun 2019
                • 47

                #8
                Thanks Maximus

                Comment

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