Fill Lookup Field with the current record

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Posted on by Community Member

I have a custom entity which is linked to itself with 1:N

After I have created a record in this entity, I want to link it with it self, but I can only find other records then this one in the lookup field.

Is this a bug ?

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Royal King 27,686 on at

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You should be able to refer same record in a lookup field of same record type. Do you have any dependent Lookup filter on lookup field ? Also i have seen this issue with customer lookup field where it does not allow you to choose same record. But this should work for all custom lookup field you have in the entity.

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actually I have not set any settings on the lookup field. also no lookup filter.

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Try to do it with an async workflow.

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Royal King 27,686 on at

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can you copy past record name in the lookup field and see whether that resolve the record or not? I had same requirement in the past it worked without any issue. Also i just tested this to verify and it works fine as you can see iin screen shot. Do you have custom view to set on the lookup if show check the filter criteria in that view that may be restricting to select same record in a lookup.

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I have tried a different thing:

Created a record A and record B

Linked record B to record A as parent

now If I try to link record A to record B as parent, it says:

This lookup creates a parental relationship between records and you attempted to link this record to itself. This is not allowed because it would create a circular reference. You can link this record to other records of the same type, but not the same record.

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Fubar 2,761 on at

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You should be able to do it if the Type of Behaviour on the Relationship that has been created when you created the lookup is set to Referential.

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Hi Luke,

I have tried it, but still no success.

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Fubar 2,761 on at

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The below was a simple test (2015 Update 1). There's a 1:N with itself, the record 'Test 1' has the Lookup set to itself. If the relationship is set to Parental (I suspect it would be the same if any of the Actions were set to Cascade), it will give an error.

Is also working for the scenario where record A has parent set to B, and B has parent set to A.

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Fubar 2,761 on at

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While I can get the record to link to itself, I think it is an intermittent bug. I am getting there by typing the Parent in to the lookup (and sometimes I am getting a red x).

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so you do also think, that this is a bug ?

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