How do I create a connection entity with a custom entity?

To create a connection entity with a custom entity, follow these steps:

  1. Enable your custom entity. One example of a custom entity is Outstanding Items.
    custom
  2. Add a new record and some information about it.
    new record
  3. Create a multi-entity field on your custom entity that links to another entity. For example, to link Outstanding Items to Shots so that you can track which items are outstanding for which Shot, choose Shot from the list of entities to link. You will then see a new Shots field on your Outstanding Items page, and a new Outstanding Items Shots field on your Shots page.
    multi-entity field
  4. Design the detail page of your custom entity. Add the tab for the entity that it is linked to, and remember to save when you are done.
    new tab
  5. Click on Configure Columns, and hover over the name of the connection to find the field name.
    field name
  6. Under Site Preferences > Advanced, add the connection entity type on the Enable List Pages for Connection Entity Types pref. Use the name of your entity and field:
    • Connection
    • For example: CustomEntity05_sg_shots_Connection
      connection entity type
    • Remember to save your changes.
  7. Now you will be able to see and access the page for your new custom connection entity.
    new page

For more on connection entities, see “Using Connection Entities.”

Follow

2 Comments

  • 0
    Avatar
    Heather Dinkins

    will the lesson and the link be posted soon?  this is the page I've been looking for - so close!

  • 1
    Avatar
    Fabrice Lett

    Hello, when creation a Custom Connection Entity, is there a way to rename the page name in the top nav Menu from "Custom Entity05 Sg Shots Connection" to "Outstanding Items Shots Connection"?

Please sign in to leave a comment.