How to create parent child relationship between departments?

[JordyZ]

Hi, I have created several departments (cmn_department), including one that I'd like to be the parent department and the rest child departments under the parent. In the related list I've added department -> parent, but is this the correct way to do it? Why is there only a "new" button and no "edit" button to add already existing departments. 

Thanks in advance!

[AndersBGS · Accepted solution]

Hi @JordyZ 

If you fill out the OOTB reference field parent with another department than the selected, then on the parent record you will be able to see child departments in the related list that you have added. 

 If my answer has helped with your question, please mark my answer as accepted solution and give a  thumb up.

Best regards

Anders

[jackinsidend]

Hi,

Set the parent on the child record, then go back to the parent record and you will see the child listed on the department tab.

Jack

[JordyZ]

Hi @jackinsidend ,

When I go to the child record, I still see no way to set the parent. How exactly do I do this?

[jackinsidend]

Hi,

Add "parent" to the form. Right click on header, configure then form layout and then add paretn.

jack

[AndersBGS · Accepted solution]

Hi @JordyZ 

If you fill out the OOTB reference field parent with another department than the selected, then on the parent record you will be able to see child departments in the related list that you have added. 

 If my answer has helped with your question, please mark my answer as accepted solution and give a  thumb up.

Best regards

Anders