no parent id in workflow add relationship

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1

Hi All,

I can’t seem to relate a meeting to a contact because parent id in not included in the options of the add relationship of the workfow dropdown.

Suitecrm 7.8.9
PHP 7

2

Hello!

You don’t need to ‘Add Relationship’ if you are linking a Meeting to a Contact via the Workflow.

Add the FIELD action in the workflow and set Parent ID to ID (which is the ID of the workflow’s record ‘Contact’).

That make sense?

Hope that helps

PS

You can also do it another way using the ADD Relationship action. There is no Parent ID because what you are linking is the ID of the workflow’s focused record (Contact).

So add a condition EITHER:

ADD FIELD Parent ID FIELD ID

or

ADD RELATIONSHIP Contacts:Contacts FIELD ID