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Linking Entities

Hello,

I created two entities: customers, sales opportunities. I am trying to link them in Semarchy using customer name field available in both entities.  I created a reference between both entities. However, when I import the data, I do not see the sales opportunities that match the customer records in the customer entity.  Thanks in advance. 

Ivan


Hello Ivan,


When you create a reference then the Parent-child relation is created between the two entities, In the child you can see a Foreign key that will point to the Parent entity(Primary key), but in the Parent, there's no change is visible.

So, in your case, I guess you have 'Sales opportunities' as a parent and that's why while importing the data you can't able to link any records, which is the expected behavior of the tool, when you are creating the child records then only you can able to link it with the parent entity records.

For more information, you can follow our documentation below-

https://www.semarchy.com/doc/semarchy-xdm/xdm/latest/Design/logical-model/reference-relationships.html#:~:text=Create%20reference%20relationships-,Reference%20relationships,-Overview


Thank you.

In my case, I would like to 'Displaying lists of child records' as indicated on the link to the documentation you provided.  Customers are the parent and sales opportunities are the children.  I would like to join on the customer name field available in both entities.  How do I enable this? Thanks.  

Hello Ivan,


I guess you are trying to map the FDN field instead of the FID field values, please try to import the records by having fields correctly mapped.

Please try it and let us know.


Thank you.

Thanks Subham. Can you provide a link to instructions on how to map the fields?


Ivan

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