[cr223309]

Hi,

I am trying to create a workflow that when creating a customer record and clicking a custom checkbox, then that workflow would trigger and also create that same customer as a partner. Is this possible? If so can anyone point me in the right direction?

Thanks!
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[carl.billings]

Do you realize there is a + button under Relationships that does this already? You can create Vendors, Partners, Customers and Other Name records. Ultimately they all end up tied together

[cr223309]

Yes I do know its there.

However I want this workflow to trigger to automatically create that Partner relationship.

Essentially I want the ability to create a new customer and click a custom checkbox to initiate the workflow to also create a Partner Record for that entity

[carl.billings]

Have you actually used the button? That’s the actions it takes. If you have a sandbox try it there. Otherwise be careful in production and give it a shot.

So from the customer record go to the Relationships tab click the “Other Relationships” Button. See Attached screen grab

When you press the button it asks you what to create. When it creates the record it automatically links it to the customer record.

Attached Files

[cr223309]

Thanks for the info!

Yes I have used the button before, but that’s why I’m trying to create this workflow. I want to automate this process.

I want a custom checkbox on my customer form and when I check it and hit save I want it to automatically create the partner record and the linkage between the two.

[carl.billings]

So you wish to duplicate an existing function. okay. I can see why you might want to but dont you have bigger fish to fry than sorting out functionality that already exists? I’m betting that this is only scriptable to replicate. You will note that when a partner is created in this way it has the identical Internal ID and only the skins change. I don’t think you can mimic that behavior with workflows

[dmatyas]

Hi,

at the moment it is not possible to mimic that behavior as Carl mentioned. “Other Relationships” field is a very special one. When the field is set the whole lot of actions is being executed including creation of a brand new record.

Thanks,

Daniel

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