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Customer experience | Sales, Customer Insights,...
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Associated Entity List Issue in portal

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Posted on by 245

I have an Entity List A when i click on a record in Entity List A it should give only associated record in Entity list B of the logged in portal contact.

Entity list A                         Entity list B

aa                                      aab

bb                                      aac

cc                                       aad

                                           bba

                                           bbc

                                           bbd

aa ->aab,aac,aad

bb ->bba,bbc,bbd

  • DivyaBharathi Profile Picture
    DivyaBharathi 245 on at
    RE: Associated Entity List Issue in portal

    both are different entity.Entity B have lookup of Entity A .

    If i click a record on Entity A then it should be redirecting to another webpage

  • Suggested answer
    RE: Associated Entity List Issue in portal

    Hi Divya,

    In entity list A grid configuration, select item actions for details select target type "webpage" and redirect to web page point to webpage which you have created it for entity list B.

    In entity list B enable entity permission.

    First create entity permission for entity A, set scope as contact and select related contact relationship. Set privilege based on your req.

    Create entity permission for entity B set scope as parent and in parent entity permission select above created entity permission. Set privilege based on req.

    If this solves your problem, mark it as resolved.

    Regards,

    Prakash

  • RE: Associated Entity List Issue in portal

    Are these the same entity or separate?

    - If separate, is there a lookup on Entity B to a Parent entity A?

    If you click a record in list A, are you redirecting to another page or are you trying to have the existing Entity List update?

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