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Linking Multiple Entities - No Code

Posted on by 260

Hi.

Consider this scenario. I have a Budget entity which is linked to different budget allocations. i.e for each budget, multiple allocations can be created. Each allocation is linked to a category and the category is a lookup on the budget allocation entity.

On the budget record, users can also create payment records. Each payment record created must be linked to a budget and be linked to a corresponding category.

On creation of a payment record, it is possible to fetch the budget allocation that is matches the payment with the similar category and link the 2 together using no code.

i.e

When payment is created against a budget

Get budget allocation that contains category similar to category on payment.

Populate budget allocation lookup category with returned value.

Thanks

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