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  • 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!​

  • #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.​

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

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