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Custom Entity Relationship

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Posted on by 122

I need help creating a relationship between an Account and a custom entity linked to the Contact.

I need to create a report on the number of custom entities(Contact) linked to Account. N-1

Can anyone assist?

  • LuHao Profile Picture
    LuHao 40,832 on at
    RE: Custom Entity Relationship

    Hi partner,

    The time interval won't take effect, you don't have to worry about it.

    It will only take effect if the Data Type is Date and time, which is now Single Line of Text.

  • User Profile Picture
    User 122 on at
    RE: Custom Entity Relationship

    Hi Hao,

    I think I've made progress. Do you know how I can remove the time interval "month". I want the report to include all records ever created.

    pastedimage1602771063793v1.png

  • LuHao Profile Picture
    LuHao 40,832 on at
    RE: Custom Entity Relationship

    Hi partner,

    The filter in your screenshot is the custom entity, not Contact.

    Please look at the screenshot in my second answner again. The Company Name is in the Contact filter.

  • User Profile Picture
    User 122 on at
    RE: Custom Entity Relationship

    Hi,

    Yes - it is searchable.

    pastedimage1602679308533v1.png

  • LuHao Profile Picture
    LuHao 40,832 on at
    RE: Custom Entity Relationship

    Hi partner,

    Edit the Company Name field and check if Searchable is Yes.

    pastedimage1602678905265v1.png

    If not, change it to Yes.

  • User Profile Picture
    User 122 on at
    RE: Custom Entity Relationship

    Hi,

    The fields are the same as in your screen shot. Any suggestions on where to go next?

    pastedimage1602678669940v1.png

  • LuHao Profile Picture
    LuHao 40,832 on at
    RE: Custom Entity Relationship

    Hi partner,

    Have you tried my answer above to find the actual field of Company Name?

    The display name of a field can be changed, but the name cannot be changed, so we need to find the new display name of Company Name according to the name.

  • User Profile Picture
    User 122 on at
    RE: Custom Entity Relationship

    Hi Hao,

    Thanks for the quick response.

    The problem I have is that there is no option to select for Company Name or Account Name in the filter of the contact.

    Here I've created the report and then clicked next.

    8738.pastedimage1602676590941v1.png

    But here there's no option to select Company Name or Account Name.

    7360.pastedimage1602676626481v2.png

    I don't understand why or what I need to do...

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,832 on at
    RE: Custom Entity Relationship

    Hi partner,

    It is possible that the display name of the Account lookup field of Contact has been modified.

    We need to check its new name first.

    Go to customizations and open the fields of Contact, then sort by Name, find parentcustomerid. Check its display name. This is the original Company Name field.

    pastedimage1602677122811v1.png

  • User Profile Picture
    User 122 on at
    RE: Custom Entity Relationship

    Hi Hao,

    Thanks for the quick response.

    The problem I have is that there is no option to select for Company Name or Account Name in the filter of the contact.

    Here I've created the report and then clicked next.

    pastedimage1602676590941v1.png

    But here there's no option to select Company Name or Account Name.

    pastedimage1602676626481v2.png

    I don't understand why or what I need to do...

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