In our CRM, we have a custom entity (let's say "Sub-client"), which is related to the Account entity. Multiple (1 to 99!) Sub-clients are related to each Account.
The data for the Sub-clients gets sync'ed from an external application via Scribe.
We have a second custom entity (let's say "Regulations") that has one field (say "Regulation Number") whose value corresponds with (but is not related to) the value of one of the Sub-client entity's fields, also called "Regulation Number".
We need to populate a field on the Account for each Sub-client entity that the Account has. This data will need to come from a field (say "Regulation update") on the Regulations entity, based on the value of the Regulation Number field for each of the Sub-clients.
For example:
Account 1 has 4 Sub-clients: c01, c02, c03 and c04.
Each Sub-client has a different value in the field "Regulation": c01 = 123, c02 = 124, c03 = 125 and c04 = 126.
The Regulations entities' "Regulation update" fields each contain different data: 123 = yesterday, 124 = tomorrow, 125 = next month, 126 = last year.
Account 1 needs to get the data from these 4 Regulation update fields onto its own form in order for us be able to use this data for ClickDimensions.
Does anyone here know of a good way to get this done without adding fields for each Sub-client?
