11-16-2023, 08:04 PM
Hi :-)
I understand that you have a many-to-many relation between cbTraining and Contacts. This makes sense, one training has many students(contacts) and one student (hopefully :-)) will attend many trainings.
If so, there isn't much you can do. Many-to-many relations are not supported in the workflow system. As you say, not even with the mass actions where you could create a business question to get the records you want, you would still not be able to access all the information, it would be either contact or training, not both.
Sadly, the solution is to create another module and change how you establish the relations.
Create a new module, 'attended', for example. This module has a direct relation to one contact and a direct relation to a training. It actually represents the many-to-many relation. What is nice is that you can save more information there. Now, your many-to-many relation has no information. If you use a module to establish it you will be able to put information like, the dates, the evaluation or other things. But, more important, you will be able to launch workflows on the save of each record and access information from contact and training at the same time where you will be able to create the email and the URL.
The downside is that it becomes hard to establish the many-to-many relation.
ask whatever is not clear
I understand that you have a many-to-many relation between cbTraining and Contacts. This makes sense, one training has many students(contacts) and one student (hopefully :-)) will attend many trainings.
If so, there isn't much you can do. Many-to-many relations are not supported in the workflow system. As you say, not even with the mass actions where you could create a business question to get the records you want, you would still not be able to access all the information, it would be either contact or training, not both.
Sadly, the solution is to create another module and change how you establish the relations.
Create a new module, 'attended', for example. This module has a direct relation to one contact and a direct relation to a training. It actually represents the many-to-many relation. What is nice is that you can save more information there. Now, your many-to-many relation has no information. If you use a module to establish it you will be able to put information like, the dates, the evaluation or other things. But, more important, you will be able to launch workflows on the save of each record and access information from contact and training at the same time where you will be able to create the email and the URL.
The downside is that it becomes hard to establish the many-to-many relation.
ask whatever is not clear
Joe
TSolucio
TSolucio