Help with relationships

[luigiurrea]

Hi, new to EspoCRM, really a good system, but a lot of learning curve to do! I'm having an issue with a relationship. I'm using the software to handle a small insurance company policies, problem is that I can't figure out how to display a policy number properly. I did a varchar custom field called Policy Number (inside Policies entity), but when trying to display that under the contact details pane, I can only do a relationship to Policies (inside Contact entity), not to that specific field, and then the Policy number shows in a weird format (maybe hexadecimal), but if I click on that weird number, under contact details the number shows in the correct format. How can I fix that? I'm attaching several images to try to be clear on the problem I have. Thank you in advance for your help!

[rabii]

it seems that you have not set a name for the policy hence why the it shows the id. you need to set the name of the policy.

[item]

Hi,
as rabii say
i can add :

you can set "name" by formula and concat some other field.

[luigiurrea]

Hi, thank you for your response, but I can't figure it out how to apply your advice, maybe you have a guide to a video where this is explained? I already checked all the tutorials on Youtube, with no luck!

[rabii]

go to Administration > Entity Manager > Policy > Formula and past this code:

ifThen(entity\isNew() || !entity\attribute('name') || entity\isAttributeChanged('policyNumber'),
     name = entity\attribute('policyNumber')
);​​

This code will be executed and will set the policy name to whatever value the policyNumber has. this way on the contact the policy will show the name instead of the ID.

[espcrm]

I recommend you dig to find where the issue start and 'end'. Here is my guide to 'debugging'

https://forum.espocrm.com/forum/installation-and-upgrade-help/57881-trouble-importing-data#post58119