Is there any way to read data from relationship document on SME or other ways? (non-cdm)

Hi there,

I introduced a relationship between the Broker and Client as image above and I would like to write some computations and validations in the Client form based on data from the Broker and Client document.

I can’t introduce another CDM between the Client and Broker because the Contract is CDM and includes the Client & Broker. Additionally, the Client form displays the Contract relation.

Is there any way to write the validation and computations in the Client form based on data from the Broker and Client document?

Thanks & best regards!

You can introduce as many CDMs as you like. :slight_smile: A nesting of CDM forms is definitely possible. You just have to make sure to specify the application model accordingly.

That means, you will probably want to match on the non-CDM DM names (Client or Broker in your case) and then refer to the respective CDM-based form model in the VIEW_ADD directive of the scene.

Hi @erik-radiant-gorge ,
When adding ClientBroker_CDM (using BrokerClient_relationship) to the Client form then I’m unable to use the ContractClient_relationship anymore (Only the BrokerClient_relationship appears in the form).

There should be no restriction there. You should be able to use the same relationship in the ClientBroker_CDM, however, in the other direction of course.

Hi @erik-radiant-gorge ,
Can you explain more about the other direction? I don’t get it.

Can we have a look together to resolve my use case?

I tried to add the relationship again and I got some issues below:

Can you have me have a look to see what did I miss?

Thank you!

Erik helped me to fix the issue that child CDM can’t be added in another CDM screen.
Added the child relationship in CDM parent model will resolve this issue.