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

[JordyZ]

Hi @AndersBGS , thanks for replying. 

The problem I'm having is that I only see a "new" button and not "edit" button. I don't want to create new departments, I want to add already existing departments. How do I do this?

[jackinsidend · Accepted solution]

Don't use "new", you need to configure the form layout so it shows the parent field. Then on the child record, set the parent to whatever existing department you need.

When you go back to the parent record, it will show the child.

Jack