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Hi,

 

I need to display the “Account Type” field from the “CRM Info” page (under Customer) on the Request page.

 

 

To achieve this, I tried creating a read-only custom attribute in the SrvRequest entity. And I created an Entity Association between the CrmCustInfo entity and the SrvRequest entity using the Customer Id in the Projection Configuration. 

But CrmCustInfo is not listed in the Reference Entity dropdown of SrvRequest.. I have added the screenshots below. 

 

 

 

 

From the technical documentation, I understand that creating an entity association in the Projection Configuration does not make the entity available as a reference entity.

Then how do we achieve this through configuration without using the developer studio.  Currently I am using the 24R2 cloud Environment. 

 

And I was able to achieve the desired result using the "Select Statement" implementation type,  but this method impacts the performance. 

 

Please somebody guide me on this.

 

Thanks!

Sandya S

 

Yeah I’m not sure you can do that without studio developer, for the reasons you outlined.

 

That being said a referenced field is not supposed to be better for performance than a well written SQL Statement, so even if you could I’m not sure you’d see better performance there.

 

CrmCustInfo uses Customer_ID as Key/Index, so any SQL statement using a where condition on the customer_id field should really be pretty quick and not affect performance much.


Hi ,

I agree with SimonTestrad.

We had a performance issue with reference and changing to a select statement improved .

Best Regards,
Wasana


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