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I can link a field on Module A to another existing field on Module B?

module field dropdown field help staff response

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#1 yhidalgo

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Posted 24 October 2016 - 07:15 AM

Hi All,

 

Is there a way where I can link a field on Module A to another existing field on Module B?,

The existing field on Module B is a dropdown field.

 

Thanks!



#2 X2Raymond

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Posted 24 October 2016 - 09:15 AM

In what context will you want to use this link? You cannot explicitly link one field directly into the data of another, but you can establish a lookup field between your two modules. This will allow you to access the attributes of the linked module. For example, if you have a field in Module A called myB which links to Module B, you can refer to the name of the linked Module B item with the insertable attribute {c_myB.name}. Note: mind the "c_" prefix on custom fields, as  it is required here.



#3 halvarez

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Posted 26 October 2016 - 07:26 AM

Hello Raymond,

 

What we're trying to do is to send email marketing to all the contacts which accounts are related to and specific condition, like having their "rubro" field (company industry) equals to an specific value. Important to note that "rubro" field is a dropdown field.

 

So, in our model, the modules are:

 

- Accounts with "Account->Rubro" (dropdown field)

- Contacts which requires to be filtered by their Contacts--Customer->Rubro == <specific value>

 

Thanks!

 

In what context will you want to use this link? You cannot explicitly link one field directly into the data of another, but you can establish a lookup field between your two modules. This will allow you to access the attributes of the linked module. For example, if you have a field in Module A called myB which links to Module B, you can refer to the name of the linked Module B item with the insertable attribute {c_myB.name}. Note: mind the "c_" prefix on custom fields, as  it is required here.

 



#4 X2Raymond

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Posted 26 October 2016 - 11:40 AM

Ah I see, makes sense. Unfortunately, we won't be able to filter based on the linked Account's attributes when creating a dynamic list, so the list will need to be constructed another way. One possibility would be to use X2Workflow automation rules to add these contacts to a list. To do so, use "Contacts" as your model type, and add a "Change Record" action, selecting "Account" as the link field. Then, add a condition, using the Account's rubro field, and if it matches a desired value, use the "Add to List" action. Note: you'll need to add a condition for each value in your rubro dropdown if you want to filter them into multiple lists in a single workflow. There are a number of possibilities for which trigger you use, but one way to do so would be to use the "Macro Executed" trigger, then you can execute the macro on the contact to automatically add them to the proper list.



#5 halvarez

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Posted 27 October 2016 - 01:28 PM

Ah I see, makes sense. Unfortunately, we won't be able to filter based on the linked Account's attributes when creating a dynamic list, so the list will need to be constructed another way. One possibility would be to use X2Workflow automation rules to add these contacts to a list. To do so, use "Contacts" as your model type, and add a "Change Record" action, selecting "Account" as the link field. Then, add a condition, using the Account's rubro field, and if it matches a desired value, use the "Add to List" action. Note: you'll need to add a condition for each value in your rubro dropdown if you want to filter them into multiple lists in a single workflow. There are a number of possibilities for which trigger you use, but one way to do so would be to use the "Macro Executed" trigger, then you can execute the macro on the contact to automatically add them to the proper list.

 

Thanks Raymond, do you think its possible to add this feature in a future version?. I think it could really add an important value to X2.

 

Bests!







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