Share
Report
74I have a two custom entities (essentially, they each link different groups of contacts to a Product - one is a "Buyers" group and the other is a "Key Contacts" group, different people), and I built a third custom entity so we can have one unified list of all "Buyers" and "Key Contacts."
I have it set up by Process to create a new record in the third entity when saving a new record in either of the first two entities. SO I have my list...except there's no way to carry through any UPDATES to the original records without manually selecting the related record in a lookup field in one of the two source entities.
So my question boils down to two approaches (but perhaps I'm looking at this too narrowly?):
- Is there a way to have the process create a LINKED / RELATED record so that updates made to the source can be sent, via business process, to the new entity record?
- OR is there a way to have the initial business process not only create the third entity record (that part works) but ALSO populate a lookup field with that record's name on the source entity record? That would set the relationship link and allow me to update via business process.
All responses (
Answers (
