No-one has any input?
CA for adding Contacts to Customer
I want to make it possible for several people to add floating contacts to their relevant customers.
I have created a CA that gives the user a pop-up where they can select the customer (Reference to Object: Customer) but I cannot figure out how to actually select the customer in Actions, since there seems to be a Parent link between contacts and their customers, - however, I cannot find a Customer Contact link under Links. What do I need to do?
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Not sure I fully understand the need, but there is a direct link from the Contact record to the customer. So if you are trying to add contacts from the Customer object, you'll need to select a contact and then in the CA assign the Customer object to the Customer field on the Contact. I suggest you join an Advanced Q&A (see http://webinars.clarizen.com) and you could explain a bit more in detail.
(The reason I want a custom action for this is that there seems to be pretty strict permissions in place for doing this via the standard UI. So this CA is just a work-around of changing parent on a contact person)
I am doing this from the contacts object since the typical use case if to see the floating contact and work from there.
Between a customer and contact there's no link. Only a ref to object. If you created the CA on the contact object you'll need to choose update field action and choose the customer field on the contact and set it to the new customer.
BTW - why not enforcing that with a validation rule on $Customer?
Please let me know if that worked.
I already tried that but there is no "customer" field available:
(These contacts are being created by Clarizen via Interact)
You are right, let me circle that with our product team.
The workaround that I can currently offer is to duplicate the contact - create a new contact and attach it to the selected customer and then to delete the currentobject().
I apologize for the inconvenience.
After consulting that with our product team this option is currently unavailable. I've submitted a CR on your behalf - CR-230261.
The workaround above is the only thing I could think of right now.
Thank you. I will try your suggestion.