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Hi,
we have a requirement that we need to add a record to an entity when we add a record to a subgrid using the (+) button.
1. We have a subgrid on opportunity record
2. Plus (+) button on the subgrid adds the contacts to the grid.
Now we want to add another record to a custom entity along with the above record addition to the subgrid.
Is there a a way that we can achieve the above functionality? Please suggest.
Thanks,
Venu
Hi
I would also recommend to write a C# plugin. But you need to do multiple testing just as explained by Evgeniy.
EX. If you want to distinguish between different type of contact records you would have to add a flag or something. So you have to think of all possible filters if required.
Regards
Roma
I would also suggest to write a C# plugin, since that is the most performant option.
On the other hand you could try to build a workflow which will trigger on the creation of a contact record.
But keep in my mind that, just as Haris Lilic mentioned, looking at any of this options, in a basic build you would trigger on ANY contact record creation.
You need to reconsider all you options to build in conditions in your logic (whether its a workflow or a plugin).
For example: In your C# plugin you could check whether the opportunity that this contact is added to, already has "such a custom entitiy record" and if not return the plugin (quit).
Or check whether this contact is related to an opportunity at all. Because maybe some user might add a new contact from outside an opportunity and maybe you do not want to create that custom entity record in this occasion.
Best wishes,
Evgeniy
Please mark this answer as verified if it helped solving your issue.
Happy Developing.
You could write C# plugin to create the custom entity record that runs on CREATE of a contact record.
Just have to be mindful that the plugin would fire every time a contact record gets created.
Link on how to create and register Plug-Ins:
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