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Ho to list / select my Customers from Account Entity and list them in a new Entity

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  • Ho to list / select my Customers from Account Entity and list them in a new Entity

    1. I have created new Entity, called MyCustomers.
    2. In Accounts I have Boolean type Files which shows which company is my Customer and which is not.
    3. I would like to make a List for entity MyCustomers which will be showing in automatic way all my customer which I have in database.

    Is it possible to do it? How? Thank You in advance for your help.

  • #2
    Hello, you have to establish a relationship between the two entities. In the account entity you have the field, that tells you, if this customer is one of yours. You then can search the record with that criteria and make a mass update of the linked field. i did not test it, but I think, it would work.
    Be aware, that you will have to put the link-field (that will be created by the relationship) to the available fields for mass update. You do that in the Layout Manager.

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