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Filter for 'Link Existing Record' Many-to-Many

Question asked by John Boyes on May 2, 2018
Latest reply on Aug 24, 2018 by James Banbury

I have two custom modules, Affiliates and Programs with a Many-to-Many relationship between them. I also have a Many-to-Many relationship between Accounts and Affiliates and a Many-to_many relationship between Accounts and Programs.


When relating a Program to an Account from the Programs subpanel of the Account Record View using the "Link Existing Record" menu option, I want to only allow for the selection of Programs that are related to any Affiliate to which the Account is also related.