Hello together,
I am very new to espoCRM but I really like the modularity! I am currently on v7.1.9 without extensions, self-hosted.
Now I am having problems with implementing a relationship between Account Entitites. Let me explain what I'd like to accomplish:
Situation:
Let's say we have Account1, Account2 and Account3.
I would like to have a field (Link Multiple) to define and list all its competitors.
e.g.
Account1 is a competitor of Account2.
Account3 is a competitor of Account2.
-> Field contents of Account1: "Account2"
-> Field contents of Account2: "Account1", "Account3"
-> Field contents of Account3: "Account 2"
Problem:
I tried using the many-to-many relationship.
This "works" BUT I will need 2 fields in the Account.
1. to show me the competitors I have definded on this account
2. to show me all the accounts which have set this account as their competitor in their respective field 1
Goal:
I'd like to have a single field which automatically syncs over all the other Accounts I have set. If I set Account2 as a competitor on the page of Account1 I'd like to switch over to Account2 and the Field has Account1 automatically synced over/appended.
Is this possible with the "base" functionality? I had the idea of using hooks to update/add the field contents but I wanted to ask here before I go down that rabbit hole.
If there are any question or if my explanation wasn't clear enough please feel free to comment down below.
Regards
DaBootO
I am very new to espoCRM but I really like the modularity! I am currently on v7.1.9 without extensions, self-hosted.
Now I am having problems with implementing a relationship between Account Entitites. Let me explain what I'd like to accomplish:
Situation:
Let's say we have Account1, Account2 and Account3.
I would like to have a field (Link Multiple) to define and list all its competitors.
e.g.
Account1 is a competitor of Account2.
Account3 is a competitor of Account2.
-> Field contents of Account1: "Account2"
-> Field contents of Account2: "Account1", "Account3"
-> Field contents of Account3: "Account 2"
Problem:
I tried using the many-to-many relationship.
This "works" BUT I will need 2 fields in the Account.
1. to show me the competitors I have definded on this account
2. to show me all the accounts which have set this account as their competitor in their respective field 1
Goal:
I'd like to have a single field which automatically syncs over all the other Accounts I have set. If I set Account2 as a competitor on the page of Account1 I'd like to switch over to Account2 and the Field has Account1 automatically synced over/appended.
Is this possible with the "base" functionality? I had the idea of using hooks to update/add the field contents but I wanted to ask here before I go down that rabbit hole.
If there are any question or if my explanation wasn't clear enough please feel free to comment down below.
Regards
DaBootO
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