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Hello,

What is the best way to link two entities together in IFS Cloud?

More specifically, I can pull any field from another entity by creating a read only custom field for the main entity that references that field and links on some key, but there isn’t an option to reference the entire entity.

I can go through and make custom fields for every single field the other entity has, but that seems a bit tedious. I’m sure there is a way to do it, but whenever I set a custom field to persistent, and select the data type as reference, it does not seem to pull information, or give me an option to define the link between the two entities. The only thing I can do is define which columns in the entity view to pull in a list of values, which again, isn’t what I want.

Hello @bdoucette ,

You can create an entity association to link 2 different entities.

This can be done through a Projection Configuration. Please find an example below where we have a custom entity that we have created linked to the project definition entity.

 


It is important to note that the Key in the child entity needs to be a persistent field and not a referenced field.

On your page configuration , you’ill need to add a binding (using the key mapping defined in the projection configuration) in order to get the propoer filtered data.
 



Link to docs : Entity Associations - Technical Documentation For IFS Cloud

Regards,
Trishen


Hi @BawTrishM . Thank you for your reply. For this entity configuration you have, what if I wanted to add Customer details into the Business Opportunity page? There already is a reference to the customerinfo entity as we pull the company name, but adding more information does not seem possible unless I manually add every field via the custom field process I mentioned before.

Wouldnt a projection require me to create a custom entity and a new page rather than modifying the Business Opportunity page?


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