by Variance InfoTech Pvt Ltd

RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact information or address.

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#3912 - No Relationship

Closed Bug? created by Quentin Verified Purchase 2 years ago

Hello, relationships do not happen automatically. I have to do them manually. Do you have a solution ? Regards Quentin

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    2 years ago

    Hello,

    Can you please share small video or screenshot about the relationships which you want to happen automatically using Related Record Creator?

    Regards, Variance Infotech PVT LTD

  2. Quentin member avatar

    Quentin Verified Purchase

    2 years ago

    I have the same problem in another module. The relations are well noted but do not appear in the subpanels

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      2 years ago

      Hello,

      Thank you for sharing the screenshot.

      We have forwarded your problem to the Tech Team.

      Regards, Variance Infotech PVT LTD

  3. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    2 years ago

    Hello,

    If you have the Many to Many Relationship between the Modules then it'll not automatically apply. Many to Many Relationship means both Module have Subpanel.

    As per the Screenshot, Account have the Many to Many to Relationship with Cases. So it's not adding automatically.

    If you have One to Many Relationship like Account have the One to Many Relationship with Cases then it'll automatically attached in the Subpanel but Account Module Relate Field must need in Cases Module.

    Regards, Variance Infotech PVT LTD

    • Quentin member avatar

      Quentin Verified Purchase

      2 years ago

      Hello, do you have a solution for the 2 to be done automatically?

  4. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    a year ago

    Hello

    Thanks for your valuable support and being our customer. As per our last discussion related to ticket, hope you've received satisfied answer from our support team. For now, We're closing the ticket but if you've any questions or concern feel free to email us on techsupport@varianceinfotech.com or reply to the same ticket.

    Regards,
    Support Team Variance InfoTech Pvt Ltd

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