Assign to user

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Beton
    Junior Member
    • Apr 2023
    • 3

    Assign to user

    Hello everybody! I'm making a registration system and I need help. I would be extremely grateful.

    In the entity manager, there is an option "Assign to user". I would like to know if it is possible to create an option that does something similar, but with contacts instead of users.

    In the registration of my contacts, I have already created the option to select this contact as: "Holder" or "dependent".

    When registering a contact that is "dependent" I need a field to select the "holder" user. That is, it is the same function as "assign to user" but instead of showing users, show me "contacts".

    Can someone help me? Thanks!​
  • lazovic
    Super Moderator
    • Jan 2022
    • 810

    #2
    Hi Beton,

    In this case, you need to establish a Many-to-One (entity-to-Contact) relationship between the entities and then simply display this field on the Layout of the entity.

    You can find out more about relationships here: https://docs.espocrm.com/administrat...#relationships.
    You can learn more about Layout Manager here: https://docs.espocrm.com/administration/layout-manager/.

    Please let me know if you have any more questions.​

    Comment

    • Beton
      Junior Member
      • Apr 2023
      • 3

      #3
      Thank you! You understood what I said! I did exactly as you suggested and it worked. Thank you for your attention!​

      Comment

      Working...