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2 objects in a single Record Rule

Abin C I
on 1/15/15, 6:56 AM 1,034 views

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




| 5 3 6
Jakarta, Indonesia
On 1/15/15, 7:26 AM

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.

Abin C I
On 1/16/15, 12:45 AM

Thank you Ivan,

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


That will depends on what you want to filter on.

on 1/16/15, 1:47 AM

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.

on 1/16/15, 1:51 AM

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Asked: 1/15/15, 6:56 AM
Seen: 1034 times
Last updated: 3/16/15, 8:10 AM