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Action button, problems creating a relationship

Francesca Shiekh

I have a module custom module called Agreements with a relationship to Accounts (one Account per Agreement)

On the Agreement I have an Action Button that creates a record in a custom module BillingLedger which also has a relationship to an Account (one Account per BillingLedger entry).

When I use the Action button on the Agreement to create a BillingLedger entry I want to copy the Account from the Agreement to the BillingLedger (thus relating the same Account to the BillingLedger as the Account related to the Agreement) but I seem unable to do so with the tool set provided in the definition of the Action Button.

What am I missing?

Thanks,
FrancescaS

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  • +1

    Hi  ,

    Assuming that you have either a 1:m or 1:1 relationship between Accounts and both modules then this should be possible. In the action button configuration, you should see the account relationship field in the 'Copy Field Values From Parent' configuration. When you select that field, you should be able to select any applicable account relationship field(s) from your origin module to copy the value.

    If you are using a relate field instead of a relationship for either of these modules, then you will not be able to pass the value through via an Action Button and your best option is to either migrate that data to a relationship or use a custom logic hook.

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

Reply
  • +1

    Hi  ,

    Assuming that you have either a 1:m or 1:1 relationship between Accounts and both modules then this should be possible. In the action button configuration, you should see the account relationship field in the 'Copy Field Values From Parent' configuration. When you select that field, you should be able to select any applicable account relationship field(s) from your origin module to copy the value.

    If you are using a relate field instead of a relationship for either of these modules, then you will not be able to pass the value through via an Action Button and your best option is to either migrate that data to a relationship or use a custom logic hook.

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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