Mapping multiple accounts to custom entity

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Posted on by Daniel Schumacher

Hi,

I have a custom entity with two lookup field to the account entity. I need one primary and one secondary account and some additional information. Now when I create a new record from my custom entity table everything works fine. But when I create a new entry from the subgrid from account it will populate this account as primary and secondary account in my custom entity.

Is there any possibility to populate only the correct field? Like primary account from primary account subgrid and secondary account only from secondary account subgrid?

I see that both relationships have both mappings and I can't remove one mapping from the relationship.

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Mahendar Pal 45,095 on at

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Hi,

This is because of the default behavior of the System, but you can write scripting/plugin code or workflow on create to correct this and setup secondary field from the parent account based on the first lookup.

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Daniel Schumacher 40 on at

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But in a script/plugin/workflow I don't know if I open the create form as primary or seondary account. Or is there a way to know from which subgrid I opened the form?

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Mahendar Pal 45,095 on at

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Hi,

One possible options could be to customize Add New button on the sub grid and write code there to auto populate field based on your requirement. You need to have some logic which you can use from account entity to identity if it is primary or secondary.

HTH

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Daniel Schumacher 40 on at

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Thanks. I thought of this solution but I hoped there is a solution in standard. I'll discuss this with the customer but I don't think that's the preferred way. So maybe I'll just clear both values on form load event and the customer has to add them again.

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