Hi community,
I am using the default account table within a portal.
Within the account view > related > Accounts I can associate/dissociate other accounts which are related to the main account.
That is a feature I would like to enable on portal. Here Portal user (authenticated) should only see searchbox/look up in which they can search account name > associate and then see the account in their associated view. (chain partners) The record has to be linked to the parent account record.
I tried using the associated table, using the “account” column but that is already a primary column and cannot be changed into look up. I tried to create some kind of account N:N account relationship.
Is there an easier to (dis) associate Account > Account without too much customizing the account table? Basically same way as you would in model driven app…
I cannot get head around it. Please help!
Solved! Go to Solution.
I have done something similar with a parent/child relationship within a single table. Try this:
Let me know if you have issues with any of these steps
I have done something similar with a parent/child relationship within a single table. Try this:
Let me know if you have issues with any of these steps
he man this was what I needed thanks!!
I end up using default parent account thats also being used in the account form model-driven.
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