2 Replies Latest reply on Sep 5, 2017 2:30 PM by MarkLarvo

    HEATsm - Adding Fields - The relationship between Employee(View) & FRS_CompositeContract_Contact(BO)

    MarkLarvo Specialist

      I have been told that Employee is a view of FRS_CompositeContract_Contact and that when I want a new "Employee" field it needs to also be added to FRS_CompositeContract_Contact BO. I have been unable to find a resource that explains the relationship between these items. Suggestions?

       

      GOAL: Display customer and assistant information on Incident/ServiceRequest when filling in the customer field. Also use these fields in email communications, cc'ing the assistant.

       

      - Add assistant name field to the employee record. These fields would reference another employee record.

       

      STEPS TRIED SO FAR

      I have added a field to the "Employee" called "AssistantLink". This would be a link field for Employee back to itself. (Relationship = EmployeeAssociatedAssistant)

       

      I successfully added the field to the "Employee" form and could browse by name for an entry.

       

      I am now struggling to add this field to the Service Request header form.  I also want to display the Assistant's phone number. I do not see a way to access these fields to add to the form.

       

      Does anyone have pointers how to accomplish this?

       

      Many thanks! Mark.

        • 1. Re: HEATsm - Adding Fields - The relationship between Employee(View) & FRS_CompositeContract_Contact(BO)
          dcogny Expert

          Hi Mark,

           

          You are on the right path, the only thing would be that I am not sure that you need a Link, if you check the other question that you asked about the assistants I added it as a validated list, not a link, I think the whole relationship might be over-killing, but whatever suits you best. Anyway, this will work no matter if the assistant is linked or "just" validated:

          • Create a field for each information that you need in both the FRS_CompositeContract_Contact and Service Request objects (also can work with other objects as Incident or change, but for easiness I am going to focus on Requests), ie: AssistantPhone, AssistantEmail...

          • To make things go smoother, I matched the attributes of the original field (PrimaryEmail is a 255 Unicode character set, AssistantEmail is a 255 Unicode character set, etc...)
          • Then you create an "Editing Rule" under the "Employee" object to update the email whenever the "Assistant" is updated (again, keep in mind that this will work with both link and validated fields):

          • You will need to create a second editing rule fr ProfileLink, to make sure that the first assistant gets the email, the previous rule will only work for manual changes:

           

          Results:

           

          Employee

          Employee.gif

           

          Request

          Request.gif

           

          If you have any question about the process, let me know.

           

          Regards.

           

          Daniel.

          1 of 1 people found this helpful
          • 2. Re: HEATsm - Adding Fields - The relationship between Employee(View) & FRS_CompositeContract_Contact(BO)
            MarkLarvo Specialist

            Thank you Daniel!!! It is now all starting to make sense. :-)