How to configure Add Smart action for objects having 1:M relationship?
Summary:
Add client is a UI based smart action on account object.
Account and client having 1:M relationship.
When We hit Add client in layout we have enable client id field and applied CX- picker.
But it is not saving data as expected.
And If we apply cx-picker for Record Name field . It Is creating new record instead of Adding exiting client to the particular account.
Content (please ensure you mask any confidential information):
This is smart action configuration. We have selected source object as Account and Target object as OrganizationDEO_Client_Tgt which is intersection object between account and Client.
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