I have built a "Shared Account" object and a junction object with two master details between the "Account" and "Shared Account".I have two lookup fields on the "Shared Account" which lookup to the account object. One is called "Account" the other is called "New Shared Account". When I click save the record and click onto the record stored in the "New Shared Account" field it does not display the record on the related list.
Should I be taking a different approach?
5 réponses
Then the method you have set up is the right approach. If you are not seeing the data in the related list, check the page layout as you will likely have 2 related lists since you have 2 lookups. You are going to end up with having the data "split" because it's a self junction. I have done this before and you end up having to modify page layouts (record types) between Parent and Child Acocunts. Hopefully you don't have a situation where a record could be both a parent and a child.
Keeping everything on one object is going to make this a little wonky. If there is commonality between the child types (maybe they are all libraries?) then I would recommend moving that data into it's own object instead of keeping everything in Accounts.
