Zum Inhalt springen
Menü
Sie müssen registriert sein, um mit der Community zu interagieren.
Diese Frage wurde gekennzeichnet
2 Antworten
4084 Ansichten

How can we add more than 1 object in a single record rule and check rule using this 2 objects...

Avatar
Verwerfen
Beste Antwort

AFAIK you can't.  Domains only works with one record.  You can create a related or function field in the object that you want to filter to reflect the value of the other object in it and then use that field in the rule.  Note that if you use related or function field you need to store it to make Record Rules work.  For function field, you can implement fnct_search instead of storing the value.

Avatar
Verwerfen
Autor Beste Antwort

Thank you Ivan,

Can u plz tell me that what function should i create to get the crm.phonecall object in crm.lead form..

Thankz..

Avatar
Verwerfen

That will depends on what you want to filter on.

Say you want to filter crm.phonecall based on certain information in crm.lead. crm.phonecall is linked to crm.lead through a many2one field 'opportunity_id'. So, you can either create a function call field that retrieve information based on the crm.phonecall's 'opportunity_id'. Or you can create a related field to get the information from any of the crm.lead's field.

Verknüpfte Beiträge Antworten Ansichten Aktivität
2
Jan. 24
3298
0
Jan. 24
1585
0
Dez. 20
2143
1
Sept. 19
4927
0
Juni 17
3178