I recommend you dig to find where the issue start and 'end'. Here is my guide to 'debugging'
Help with relationships
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go to Administration > Entity Manager > Policy > Formula and past this code:
Code:ifThen(entity\isNew() || !entity\attribute('name') || entity\isAttributeChanged('policyNumber'), name = entity\attribute('policyNumber') );
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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!Leave a comment:
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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.Leave a comment:
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Help with relationships
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!Tags: None
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