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  • How to Create a Secondary Entity for a new Custom Primary Entity

    This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization…
  • Accessing information about secondary entities with GetContextInfo

    Secondary entities are technically never in context so the GetContextInfo method doesn't work for these entities. For example if you wanted to get the current address id this would not work: GetContextInfo('address', 'addr_addressid'); However when…
  • Security of a secondary entity (Notes)

    Good afternoon, I need to make editable notes of a custom entity. I explain: We have a custom entity called Insurances, and we have a tab called Notes. A non-administrator user can make a note, but then he can't edit it. An administrator user can…