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Hi
I have a requirement that an organization can be an Association (company type = Association), and another organization can have Association members. The association members are selected from the list of organizations where the company type = Association.
I added a subgrid to add Associations to an organization. However, I don't see organization entity in the entity list on the Properties window (refer to the attached image) where I can select a view that lists all the Associations (Organizations with the company type = Association).
How I can only display the Associations list when the user clicks "Add Existing Organization" button
thank you,
Siva
Hi SivaR,
Based on your description, the Association is a specific Organization(company type = Association). So in your attached img, you can just select the organizations(Parent Organization). And then use the view whose filter condition is company type = Association.
About the question how to only display the Associations list when the user clicks "Add Existing Organization" button, you need modify the default lookup view's filter condition.
Organization and Organization (Association) have N:N relationship. I had selected the view where company type = Association. However, it lists all the companies instead of the Association list.
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