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Showing properties of related objects in view

Dorean

Hi all,

I have 2 object types:

  • Customer
  • Contact Person

On the customer there is single select drop down to specify the main contact person.

I try to create a view that returns the E-Mail addresses of all main contact persons.
Since in a view I cannot use properties from related objects, I am not sure how to create such a view.
I could save the E-Mail address of the main contact person on the customer object, but if I change the mail address on the contact person, the customer object wouldn't get updated. So this isn't a solution.

What is the correct solution to implement this? I would assume this is quite a common use case..

Thanks for help,

 Beat

  • 0

    You cannot currently add view columns with indirect metadata (ie. properties from related objects). We have a long-standing improvement request (ID 12740) on the development backlog to add such a possibility and I've added you as a requestor, hopefully this will get considered for future implementation.

    If you end up copying the property values to the Customer object and it's necessary to keep them up to date, then additionally you'll need an event handler on the Contact Person object that would trigger an update on the Customer object whenever the email address is changed on the Contact Person. Without the event handler, the email address on the Customer object would get updated the next time someone modifies the object.

  • 0

    Compliance Kit, Managed Properties can help you keep the email property updated on the customer object.

  • 0 in reply to bright-ideas.dk

    but with compliance kit, the field is only updated if I save both objects, right? 

    Usually you change only one object (e.g. e-mail address on contact person) and the field on the customer object is not refreshed. Or do you know a trick with CK to update both objects if one changes?

    .. I understand that with VB or some VAF code this can be implemented, but I was wondering whether there is a more straight-forward and "maintainable" way. Somewhat a best practise approach on this problem.

  • 0 in reply to Dorean

    If configured correctly in Managed Properties, Compliance Kit will update the property on one object if you change the other. That's the beauty of it :-)

  • 0 in reply to bright-ideas.dk

    could you give a couple hints on how to do this for text fields?

    I know how to do it with CK Reference Properties, but those only work for lookups.
    How would you do it to keep a text field updated with a value to come from another object?

  • 0 in reply to Dorean

    Sorry, Dorean. I was not thinking straight. You are right, it only works with multiselect lookups.

    So Joonas' suggestion with an eventhandler would be the way to go.





              

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