Hi Team,
I have a basic CRM scenario that I haven't figured out how to build their relationships with Rollbase yet.
1> We have 4 objects. "Lead" "Contact" "Reseller" and "Merchant".
2> When we create a "Lead", it will trigger to create a contact record as well. so "contact" and "Lead" is 1:1 relationship.
3> When we won a "Lead", it will be converted to either "Reseller" or "Merchant". Actually, Lead = Merchant + Reseller. so both Merchant and Reseller have 1:1 relationships with Lead.
4> However, Merchant and Reseller can have M:1 relationships with Contact.
Question:when I create a contact, I would like to have one field and only one field for me to look up which company it is associated with, this company could be a record in Lead or Merchant or Reseller, can I have a lookup linked to these 3 objects? I don't want to have another object called company to duplicate the data that we have already had.
Thanks.
I think an alternative solution for this is to create a "company" field for contact, which could be an expression field or formula field, but still keep the relationship between contact and Lead/Reseller/Merchant. I am going to try that and if you have a better idea, please let me know. thanks.
It worked. Here is the code for the expression:
if ("{!R8917#text}" !== "") {
return "{!R8917#text}";
}
else if ("{!R8926#text}" !== "") {
return "{!R8926#text}";
}
else if ("{!R8908#text}" !== "") {
return "{!R8908#text}";
}
else return "Not Linked";
Question: Is null defined in Rollbase? I tried to compare the related object with null but returns error; it only works when comparing the text with blank""?