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Hi,
I have created 2 Entities: with a 1 (Entity 1) to many (Entity 2) relationship, Entity 2 contains a lookup field to Entity 1's primary field.
I want to create two business process flows: One for Entity 1 and one for Entity 2:
1. For Entity 1: First create record for Entity 1 then create record for Entity 2 where lookup filed is populated. This workflow works fine.
2. For Entity 2: First edit record for Entity 2 then edit related record for Entity 1. The first stage is therefore linked with Entity 2. The second stage is linked to Entity 1. However, when going from the first to the second stage, I cannot select the related record from Entity 1 (I get "no records found", even though the relationship should exist?)
Could you please provide me some guidance on what I'm doing wrong?
Unfortunately multi-entity BPFs only work in your first scenario - i.e. when the child record is created from the parent. You won't be able to directly handle your second scenario using a BPF. One possible workaround is to duplicate fields in both entities, so that the user can edit the fields in entity 2, and use a workflow to update the corresponding fields in entity 1.
The main reason that you can't go from the child to the parent record in a BPF is that you could theoretically have BPFs starting in 2 different child records, which share the same parent, so you'd get a conflict when switching to the parent record
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