Associating a record with a managed entity

Associating a record with a managed entity

Records created for a custom module can be linked to managed entity instance (devices, assets, or locations). This is done by selecting the appropriate record in their corresponding field.

A lookup field for the default custom modules is available in all managed entity instances. Additionally, lookup fields for user-defined custom modules can be added to an instance by adding the field to the respective model.

Note: Only records created for a custom module will be available for association.

To associate a record with an instance,
  1. Access the End Application.
  2. Select Devices > Devices in the left pane.You can select Assets to associate a record to an asset or Location to associate a record to a location.



  3. Click the name of the device you want to associate the record to. This opens the device's information page. For this illustration, the device: My RPi is considered.



  4. Click Actions > Edit Details. This opens the device details form.
  5. Click on the lookup field (scroll down if necessary to find the field) and select the custom record in the required lookup file. For this illustration, Zylker Industries is selected as the Vendor for the device instance.





    Note: Lookup Field for user defined custom modules must be added to the model on which the instance is based on for it to be available in the details page.

  6. Click Update. The selected record will now be associated with the managed entity instance.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Associating Actions

                                                                                                                The Email Notification, Webhook, Custom Function, and Push Notification actions created in the application can be associated with categories such as Alarm Rules, Workflows, and Notification Profiles to automatically trigger the actions based on ...
                                                                                                              • Creating a record of a user defined custom module

                                                                                                                Unlike the default custom modules available in the application, user-defined custom modules will not appear in the navigation pane of the end application by default. To make these modules accessible, you must first add them to the navigation page. ...
                                                                                                              • Phase 2: Create Application, Models, & Managed Entities

                                                                                                                Device, Asset, and Datapoints We can now create a Zoho IOT application and create the device, assets, and datapoints. Device Gateway Device Asset Engine Fuel Tank Datapoints Engine RPM Engine Temperature Fuel Level Create an Application First, we ...
                                                                                                              • Editing a record of a custom module

                                                                                                                A record of a custom module can be edited to modify the details provided in them. To edit a record, Access the End Application. Select the required custom module in the left pane. For this illustration, Product > Vendors is selected. Select the check ...
                                                                                                              • Associating a data slicing rule to users

                                                                                                                A data slicing rule can be associated with one or more users added in the application. To associate a data slicing rule with user(s), Access the End Application. Click the Settings icon in the top right corner. Click on Data Slicing Rules under the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources