List of Department not displaying when creating/editing user

[mauricio23]

Greetings!

When I go an create a user or edit a user, I click on "Department" to search for a department to associate the user.

However, this list turns out to be blank. This isn't correct as I definitely have Departments. It seems I can only associate users to Departments if I do one of the following:

• Click "New" on the pop-up window and create a new department
  • However, when I go and query for this department again, it doesn't show
• Go to the User Administration -> Department and add users in a department
  • I'm not a fan of this method as I should be able to do this in the User record

How should I go about troubleshooting this? I would like to be able to assign department at the User record level. Clicking on Department should display a list of available departments to select from.

[Jim Coyne]

The Department field on the User table is dependant on the Company field.

That means the list of Departments will be filtered based on the Company field on that same User record.   So if the user's Company field says "Acme", only the Departments with a value of "Acme" in the Company field on Department record will appear.

[mauricio23]

Jim Coyne - what you said makes sense. And in fact, if I clear the Company value from the record, then a list of Departments appear.

What I cant' figure out is how to associate a Department to a Company. By default, there is no Company Field available to me when I create a Department. I can modify the form fields and add Company. However when I do this, it creates a "List" and that list is blank.

... sigh ...

Any more pointers?

[Jim Coyne]

You are correct, the Company field is not on the List or Form views by default.   You can add them to both, but I'm not sure what you mean by "it creates a "List"" when you add the Company field to the Department form.   Can you add a screenshot?

[mauricio23]

Jim Coyne - lookup field - or reference to the field. I'm getting used to the naming conventions still.

I found that the issue was a Reference Qualifier Condition that was defined where it was filter based on Customer is True.

Thanks for your help - it was pretty useful.