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Custom Entity Relationship

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126

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?

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LuHao 40,878 on at

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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 126 on at

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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.
LuHao 40,878 on at

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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 126 on at

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RE: Custom Entity Relationship

Hi,

Yes - it is searchable.
LuHao 40,878 on at

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RE: Custom Entity Relationship

Hi partner,

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

If not, change it to Yes.
User 126 on at

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RE: Custom Entity Relationship

Hi,

The fields are the same as in your screen shot. Any suggestions on where to go next?
LuHao 40,878 on at

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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 126 on at

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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.

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

I don't understand why or what I need to do...
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LuHao 40,878 on at

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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.
User 126 on at

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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.

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

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

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