Relationships

MWright1 · 4 weeks ago

Hello,

I added a custom table called "Vendor Contact" so we can add multiple contacts to a vendor (core_company). Then I created two relationships between the two so I can have the list show up both ways.

Vendor Contact:

Vendor:

Now, if I go directly to the table - core_company and try to add the relationship (Configure->Related Lists), I can't find Vendor Contact... why? :

However, I am able to go to any Vendor record, right click, Configure->Related Lists, and add the Vendor Contact:

Doing it this way, no one other than myself can see the related list.

I am not sure what I am missing... am I not allowed to add a relationship to this table?

Thanks,

M

Chaitanya ILCR · 3 weeks ago

Hi @MWright1 ,

if you can see and someone else can not (that should be cache issue) ask them to clear their cache or try in incognito window

are they in the same view as the view that you have configured the related list in?

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

View solution in original post

Chaitanya ILCR · 3 weeks ago

Hi @MWright1 ,

Thanks for marking the response as helpful 🙂

Could you please accept it as a solution and close the thread as it would help the future readers

I did mention to check the view too

Regards

Chaitanya

MWright1 · 3 weeks ago

The solution is actually simple. Apparently the other users were using a different view than I was. 😞

Thank you for your input.