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Hi, I have spent more than 1 day in solving this problem:
In my entity Project Contact, the custom field Contact is a Lookup field (to the out-of-box entity Contact). I know that the primary field of an entity can't be set as Lookup, so I didn't use keep this primary field.
In my second entity Project Activity entity, there is a field "Responsible person", which should Lookup to the Project Contact entity.
But the "Responsible person" field automatically looks up to the primary field of the Project Contact entity, and this primary field is empty!
When I click on the search box, I can see and choose the records for "Responsible person". But it shows "No Name" in the end.
I would like to set the value of "Responsible person" to this primary field. I tried workflow, which is only one-time thing. Now I think I need to write a JavaScript code, which I am not clear about.
Could anyone help me? Thanks
Hi Wei Jie Fun,
You are right. My problem was that I selected "As an on-demand process", which made the process asynchronous.
Thanks a lot
Hi Christine,
i think in your previous workflow, actually it is working, but because background workflow need some time to run, it will not run immediately, thats why you dont see any values on the primary field. You can take a look on below post .
Thank you for all the replies. The problem is solved with a real-time workflow, and the Project Activity's primary field set with Contact's full time.
In my previous workflow, the primary field was set with the Contact field in the Project Activity entity, and it won't work.
Anyone knows the reason? Thanks again.
Hi,
Depend on your answer, you should use workflows to set your "new_name" field
Thanks for reply. I actually have several other custom fields on Project Contact entity.
Thanks. I think the key is real time, instead of on-request.
Hi,
Create a real time workflow, trigger on update and create, then set the responsible person to that primary field. Dont have to go for JS.
Hi,
If I understand correctly, your "Project contact" entity's primary field (probably "new_name") is empty and this is the reason of why you see "no name". You should set "Project contact" entity's primary field with Contact's fullname by javascript / business rules or workflow.
Actually I wonder that if you don't have any additional custom fields on Project Contact entity you don't need to use this, directly create lookup field with Contact entity on "project activity" entity
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