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Re: [EBDB] How to create a role (record)?


From: Pankaj Jangid
Subject: Re: [EBDB] How to create a role (record)?
Date: Sat, 03 Jul 2021 08:26:05 +0530
User-agent: Gnus/5.13 (Gnus v5.13) Emacs/28.0.50 (darwin)

Eric Abrahamsen <eric@ericabrahamsen.net> writes:

>> I am happy with the a similar functionality that already
>> exists. i.e. when I assign a role, EBDB already checks if the main
>> email-ID matches with the organization’s domain and pulls the email-ID
>> to associate it with the user-role relationship. It works perfectly. But
>> I was stuck in a scenario where I wanted to assign a role which is not
>> already existing. i.e. I want to create a new Organization; either
>> on-the-fly (hit ‘i’ while on a record, select ‘role’, “assign or create
>> role”) or create a top level organization type record.
>
> Yep, that's exactly what "R" is for. And if you use it on an
> organization record, it will offer to create a person, instead.
>
>> And I have completely forgot how I created the roles that are already in
>> my database. In this thread, I wanted to know only this. How to create
>> new organization records?
>
> If you create new records with "C" rather than "c", you'll get more
> options, including which record type to create.


Thanks Eric.

Both the functionalities are working perfectly. That solves my query.

-- 
Regards ~Pankaj



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