Dear, In account, there is the visual schema in the ConnectedTo tab: https://prnt.sc/10q02hg How can I add a relation in this schema from a business process? I cannot find the existing connections in any object and if I try to add a new relationship to the Relationship object, nothing is changed. Kind regards, Vincent
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03:03 Mar 22, 2021
Hello Vincent,
Hope you're doing well.
To be able to add or modify relationships via business process please use the object Relationship. It contains a connection for both contacts and accounts and can be used for adding any possible relations between those objects.
Also, the links below can be useful for further working with relationships:
- https://academy.creatio.com/docs/node/1768?_ga=2.96795103.1776048178.16…
- https://community.creatio.com/questions/adding-new-relationship-connect…
- https://community.creatio.com/questions/setup-columns-view-relationships
- https://community.creatio.com/questions/relationship-detail
Best regards,
Roman
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