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  • Inherit Relationship

    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!

  • #2
    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.

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    • #3
      Hi,

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

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      • #4
        Code:
        ifThen(
            entity\isAttributeChanged('contactId') && entity\isAttributeChanged('contactName'),
            accountId = contact.accountId;
            accountName = contact.accountName
        )
        Last edited by Maximus; 08-22-2019, 07:28 AM.

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        • #5
          Unfortunately this isnĀ“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)

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          • #6
            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)

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            • #7
              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?

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              • #8
                > 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.

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