AnsweredAssumed Answered

Restrict relate field to not relate to itself

Question asked by Francesca Shiekh on Jul 18, 2019
Latest reply on Aug 2, 2019 by André Lopes

I have an Accounts relate field on Accounts for the parent Account and I want to prevent the user from setting the account as it's own parent.

I can certainly check the id once the save is clicked but I'd rather prevent them from choosing the wrong one altogether.

The solution should ideally work across the board: in create and editing inline on record, list view, and subpanels.

 

I thought of a filter on the selection list but I don't believe we can filter by id.

 

Any thoughts?

 

FrancescaS

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