Automatic link to relationship

[rabii]

if i understand this correct, you want when editing or creating a new contract, you want to automatically relate an existing appoinmtent from the parent lead to the contract ? is this what you want ?

[MyloStark]

uploaded, I noticed it while it was being moderated! ?

[rabii]

screenshots not attached

[MyloStark]

Hello everyone,

I have 3 entities: LEAD (parent), APPUNTAMENTO, and CONTRATTO (children).
In the "Lead" section, I can see the relationships "Appuntamenti" and "Contratti" by selecting the Lead's name from the respective field (Attachment 1). However, I am struggling to automate the relationship between Appuntamenti and Contratti. Let me explain it better: I would like that when I create a new "Contratto" record or update it, the "Appuntamento LeadName" is automatically selected from the dropdown list (if it exists) (Attachment 2), and vice versa. I have tried this formula, which works for creating the name but not for selecting it from the dropdown list (relationship):

$nameLead = entity\attribute("parent.name");
$nameAppointment = string\concatenate("Appuntamento ", $nameLead);
Appuntamento = $nameAppointment;

How do I select from a dropdown list/relationship?

As a solution, I would also be fine with a relationship that shows the Appuntamenti in the lower panels (similar to how it works for leads, but changing the type of relationship). The important thing is that it shows/selects automatically after choosing the Lead.

I hope I have been clear. Thank you in advance!