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Auto assign team from linked entity

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  • Auto assign team from linked entity

    I have several custom entities (authorizations, claim status, certifications) that all correlate to one entity (clients). The clients will be assigned to 3-4 different teams (primary location, and some external groups that will each be given their own team to limit access). What I need to create through a workflow or formula, is a way to auto assign the teams linked to the client, to the other entities.

    I've tried using the various versions of "addLinkMultipleId" that I have found on the forums but can't seem to get the phrasing right.

    Can someone help me out with this?
    Thanks!

  • #2
    Presume your entity has a link named 'client'

    Then in formula for your entity:

    entity\addLinkMultipleId('teams', client.teamsIds);


    But fields you need to check whether client exists:

    Code:
    ifThen(
      client.teamsIds,
      entity\addLinkMultipleId('teams', client.teamsIds)
    );
    Last edited by yuri; 09-13-2019, 06:19 AM.

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    • #3
      Still not getting it to pull the teams from the client entity. Here are some screenshots of my environment. Am I starting the formula from the wrong area?

      Thanks for any help you guys can give.

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      • #4
        I supposed you have one-to-many relationship. With many-to-many this formula won't work out. Could you explain more detail. Do you need to copy all teams from all Clients to one Authorization?

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        • #5
          An authorization will only ever be linked to one client. A client will be linked to at least one team, but possibly more. I need the authorizations to auto-pull the teams that their client has been assigned to.

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          • #6
            Nvm, setting it as a many to one worked. Thanks!

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