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Linking Single Contract Record to Multiple Accounts (Custom)

Dear Experts,

We have a Custom BO called Contract Management in which we have added a Embedded Component to the Account TI Screen in which we can create number of instances for a particular Account .

We have designed the Custom BO keeping the Contract Fields in Root node and Account ID in Multiple Accounts node of [0,n] cardinality and I have created a Custom Query for that BO and added all the fields of Custom BO root node and Multiple Accounts node Account ID in the Query and used that node Account ID as a Query Parameter in EC .

Our Requirement is to use the same contract record for Multiple Accounts so that there is no need of creating a Duplicate instance rather we can reuse the same instance.

Data Model of EC bound to Custom Query elements

We have a Create Button in EC so when it clicked it opens a QC screen in which we have two options either to create a new instance or to assign Existing Contracts to Account.

If we click on New it will allow us to create a new instance for that particular Account and if we click Assign Existing Contract it will open a Custom OVS which will have all the Contract Created for all Accounts so user can select any contract .If they Select any contract from the OVS it should not create a new instance instead it should use the same instance .

But for us it is creating a new instance instead of using the same instance. Please help us out in achieving this requirement and let us know if any steps are missing in the process or anything we have to modify in our design.

Note : We have kept the Contract ID as alternative key in the BO which is automatically generated when a contract records is created.


Adithyan RS

contract1.png (120.4 kB)
contract2.png (90.8 kB)
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1 Answer

  • Dec 20, 2016 at 10:56 AM


    What I have understand is that you want to create new contract for partuculat customer (where the EC is embedded) or want to assign existing cotract. In existing contract you just need to update the "Multiple_customer" node add more instace of this node only instead of creating root node instance.

    Quick create always create new instance for node where it is bind.

    Think in a way when you want to create new contract then create new contract and obviously that time you can have only one customer for child entry.
    when you want to assign existing contract then you have to edit that instance of contract which one you have selected.



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