[Vtigercrm-developers] get entity parent in workflow custom function?

[Alan Lord]

I think you mean the "account_id" field?

Just "get" the entity data for the id in that field.

$accid = $entity->get('account_id');

I do the same kind of thing in several customer's systems where they 
need a Primary and perhaps a Signatory contact.

FWIW I tend to use an Event Handler rather than a workflow as it can't 
be disabled as easily.

HTH

Al



On 18/06/18 20:42, Alex Hall wrote:
> Hello list,
> I've been asked to write a custom function for a workflow to run 
> whenever a contact is updated. We have a custom field called "is primary 
> contact", which is just a checkbox. However, each organization can only 
> have one primary contact at a time. That means the custom function has 
> to move the "primary" designation to the newly selected contact. Put 
> another way, the function has to do these tasks:
> 
> * get $entity's "is primary" custom field value
> * exit if the newly set value is false, as there's nothing to update
> * get $entity's parent organization (remember that $entity is from a 
> contacts workflow)
> * set all the children contacts of $entity's parent organization to not 
> be primary, while setting $entity itself to be the only primary
> 
> My main problem right now is finding $entity's parent. I can't figure 
> out how to do that. I've looked at the source code, but there's nothing 
> in that class that seems to be a way of accessing the parent. What's the 
> trick to this, or can it not be done how I want? Is there another way 
> anyone can see to get this working? Hopefully I've explained enough to 
> make sense. Thanks.
> 
> -- 
> Alex Hall
> Automatic Distributors, IT department
> ahall at autodist.com <mailto:ahall at autodist.com>
> 
> 
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