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Copy attached contacts of an entitiy

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  • Copy attached contacts of an entitiy

    I need some help:

    I copy the content of one entity to another (like the function for converting an lead to an account). Copying the content is no problem, but the source entity has attached contacts with an 1:n relation. How can I copy the linked contacts to the new entity?

    Thanks for your help

    Boris

  • #2
    Hello,
    Could you tell which way you are copying the content of one entity to another (Formula, BPM, Workflow)?
    You can utilize a formula like this:
    Code:
    contactsIds = targetEntity\attribute('contactsIds')
    Note. This example works in Workflow. In your case, the attribute like `contactsIds` may have other key value. You can check it in the relationship configs between the first and the second entities,

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