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Link 1 document to 2 objects via report rule

  • January 20, 2025
  • 1 reply
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MikeCH
Hero (Employee)
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  • Hero (Employee)
  • 150 replies

Is it possible to link a document to two objects via the report rules when creating it (e.g. a delivery note to both the delivery note object and the associated sales order? Currently I only see the option of having to create the report again each time. But then I have two documents, each of which is linked to an object. Thank you for your help.

 

Best answer by Mathias Dahl

It's not possible, at least not out of the box. You might be able to cook something up using a custom event and event action, but you need to be careful to have the right trigger condition and you will encounter the mutating table problem and have to work around that. Perhaps a workflow can do it as well.

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Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2875 replies
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  • January 21, 2025

It's not possible, at least not out of the box. You might be able to cook something up using a custom event and event action, but you need to be careful to have the right trigger condition and you will encounter the mutating table problem and have to work around that. Perhaps a workflow can do it as well.


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