I’m facing the following problem:
I’ve created a field (a multiple choice list) under the module “Contacts” and the same for “Accounts”. How can I create a connection between those? Meaning that if I change something in the Contact entry that it is automatically deployed under the Account the contact belongs to - and vice versa.
From the UI, if the two fields are really the same and use the same values internally, you can try using a Workflow, though I am not sure it will work:
Let’s assume your fields to connect are called contactsChoice and accountsChoice respectively.
Workflow module: Contacts
On save
all records
repeated runs checked
conditions: contactsChoice / equal to / any change
Other way without any programming.Create a relationship-module e.g. “Contacts-Account” with 1-1 relationship to Contacts ans a 1-1 relationship to Accounts. And in the “Contacts-Account” module you have your multiple chioce list.