Hi there
i have a a question regarding custom entity and i appreciate if yuo can help
me...

am trying to customize the account form to fit our business need, I need to
add a new field called “IT director� in the account form.

The IT director represents a contact person from that specific account.
I want that field to appear with a look up glass, and when I click that
glass, it refers me to our contacts.

I have created a custom entity called IT director, and added a new 1- to
many relationship, and related it to Accounts.
Then I went to the account form and I added the new field “IT Director�.
The field appeared with a lookup glass, but when I click on the glass, it
opens the accounts list and not the contacts list.

Thank you,

Marwa

Sounds like you need to relate that new custom entity to the Contacts entity
instead of the Accounts etity...

"Marwa" wrote:

Hi,
Sorry, what I think you want to do can't be done.

Relations can only be 1-many or many-1 from one custom entity and another or
from one custom entity to a system entity. Not System entity to system entity.

What you can do is make a new entity for IT-manager, containing all info.
(unfortunatley not 1-1 connect to a contact). You could make the connection 1
IT-manager to many accounts, but only use each manager once. (you will not be
able to get that limitation without some further customization). Then you
will get a lookup in accounts for selecting the IT-manager, and a list in
each IT-manager of which accounts it is IT-manager for.

Did you get that? It is probably described in the SDK aswell.

Gustaf

"chad.buser@ncsi.cc" wrote:

yes Gustaf, i got it, thank you , i think what i look for is like having a
many to many relationship-which does not exist.

what makes it worse is that i want to add many fields in the same account
form other than the IT manager, like CIO, MIS manager, system admin. and all
to point at the contact entity. so it will be so hard !!


--
Regards,
Marwa



"Gustaf Westerlund, Humandata, Sweden" wrote:

if i did so, the custom entity i created will not be availabe for adding in
the account form, it will be available for the contact form instead
--
Regards,
Marwa



"chad.buser@ncsi.cc" wrote: