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can't add Child organization to parent

Posted on by 459

Hi 

I am trying to add a Child organization to a Parent Organization. However, I am not able to add for some Child organizations (image 1). I found that

when I create a child organization with the Relationship type field value = "Client", then I was able to add (image 2 -  refer to the test 2 record ). However,

If i choose any other values from the Relationship type dropdown list (image 4), i am unable to add (image 2 - missing test 3 record).

Could you please advise me on where I can see the error log? is any suggestion for the reason behind this issue?  Thank you, Siva

image 1

pastedimage1623946496843v1.png

image 2

pastedimage1623946655149v2.png

image 3

pastedimage1623946709658v3.png

image 4

pastedimage1623946749265v4.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: can't add Child organization to parent

    I'm glad that your problem has been solved!

  • SivaR Profile Picture
    SivaR 459 on at
    RE: can't add Child organization to parent

    I fixed the bug.

    the reason for the bug was that the view used for adding "Add Existing Organization" had a condition to display records where RelationshipType = "Client". Once I removed the condition from the view, I was able to add any child records to the parent.

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