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TOPIC: Connecting fields between two different Modules

Connecting fields between two different Modules 1 week 4 days ago #90360

  • Natalie_Dorucon
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Hello,

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.

Looking forward to your answers!

Best
Natalie
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Connecting fields between two different Modules 1 week 4 days ago #90382

  • pgr
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With PHP, you can use a logic hook.

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
- actions: module Accounts / Add field: accountsChoice / Field / contactsChoice

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Connecting fields between two different Modules 1 week 14 hours ago #90475

  • larsschaps
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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.
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