Help

Save the date! Join us on October 16 for our Product Ops launch event. Register here.

Example of how to generate fields for network with member or partner organizations

527 0
cancel
Showing results for 
Search instead for 
Did you mean: 
KoenS
5 - Automation Enthusiast
5 - Automation Enthusiast

A while ago I posted a question How to do Partner field?

“When I have a new network of eg 10 partners, and I put all 9 partner orgs of 1 of those orgs in that org’s Partners field, I want it to, for each of those 9 orgs, also fill their Partners field with all the other 9 orgs (the 10 orgs minus itself) rather than with just that one org in whose Partner field I put the 9 other orgs.”

and @kuovonne posted the solution How to do Partner field? - #6 by kuovonne

I thought I’d post how I’ve now implemented it

an organization can be the name of a network of organizations, in which case it is not a member organization itself
or
an organization can be the head of a network of organizations of which it is also a member itself

In the table, ‘Countering-Disinformation.com’ is the name of a network of organizations while ‘DOT Europe’ is the head of a network of which it is also a member itself. ‘Project Origin’ is name of a network but is itself also part of a different network (‘Countering-Disinformation.com’)

step 1: for each of the three heads or names of networks, add all the member organizations
step 2: use the script with the field with all the member organizations as parent and ‘member of this network’ as child, which populates the child field
step 3: which in turn populates the lookup field with all member organizations
step 4: use formula to remove for each organization itself from all member organizations
step 5: copy values from formula field to linked record field to get linked record field with all fellow member organizations of each organization, excl itself
networkmembers
lookup
formula

0 Replies 0