Inherit Relationship

[elrond1337]

Hi,

if I have a custom entity "demands" and relate one demand to a specific contact. How can I ensure, that this demand will also be related to the parent account?

Many thanks in advance!

[Maximus]

Hi,
you can try to add a new relation between your "demands" and "account" entities. Then use formula, workflow or hook to automatically linked them if the specific contact was selected.

[elrond1337]

Hi,

thanks for the recommendation with the formula. If I want to use Formula, do you have any proposals
for the right function string?

[Maximus]

ifThen(
    entity\isAttributeChanged('contactId') && entity\isAttributeChanged('contactName'),
    accountId = contact.accountId;
    accountName = contact.accountName
)

[elrond1337]

Unfortunately this isn´t working. I assumed to insert it in the Formula for 'Demands'.

The relationships are:
- contacts to account (many-to-one)
- demands to contacts (many-to-may)
- demands to accounts (many-to-many)

[Maximus]

It is not supported for the Many-to-Many relation/ I have used:
- demands to contacts (many-to-one)
- demands to accounts (many-to-one)

[elrond1337]

So basically I just need the same feature for a custom entity like we have it for tasks per default.
The value for account will be automatically set, since this is a read-only field. Indeed, there is no formula set (see Screenshot attached)

Alternatively, I am thinking about cloning the task entity for my use case, because I need the task entity as well. Do you think this would be a smart solution?

[Maximus]

> Alternatively, I am thinking about cloning the task entity for my use case, because I need the task entity as well. Do you think this would be a smart solution?

If you need to clone it, you can try. But if you do not need such feature as reminders you can use a simple custom entity. To clone the Task entity you should manually copy, renamed, and change each file related to this entity.