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Hi everyone,
I have an issue when I try to configure an entity list to create a related record of a different entity, instead of the entity configured for the entity list. I have search for documentation to know what's the proper configuration to do this, and even in the adx documentation but I haven't find anything related yet.
Basically, I want to know how it works and how to configure this action:
I'll explain my scenario:
I have an entity called "Evaluation Package" which is the one configured to display records in the entity list that I mentioned above (I have no problem displaying this data). "Evaluation Package" entity has a 1:N relationship with other entity called "Appeal Application", which it's the record type that I want to create and to display an item action configuring my "Evaluation Package" entity list to use "Create Related Record" functionality to create records of "Appeal Application" type.
At the begining I thought, my problem was about entity permissions, I have configured the following entity permissions for those entities:
I've created a child permission of "Parent" type for "Appeal Application" entity related to "Evaluation Package" entity as well.
Entity Permissions fields are checked in my entity list record and it related records (Entity Forms, just to give an example).
The following image represents the actual configuration for the "Create Related Record" action in my entity list:
But even with all of this configured, I still don't see my action item to create the record.
If you have any documentation, an example or a reference page about how to configure the "Create Related Record" item action, it will be very helpful.
Thanks!
I tried to configure this action, but I don't know if it's some kind of bug of those configuration options, or simply, I don't know what's the proper configuration to use that functionality.
My workaround for this, was to create the fields that I needed in the main entity related to the entity list, in this case Evaluation Package, and I configured an entity form with a tab that only display the fields I needed, emulating and giving an appereance like if I were creating those records of a different entity, and finally, with a workflow I created the record with the value stored on those fields and cleaned them, to be able to use them again.
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