Hi, if you have a Hierarchy relationship for Parent / Child relationships. When you select a child Account the originating Parent record should be excluded from the selector list as you cant have a child record the same as the parent record surely? Is there anyway of excluding the parent account from the selector view?
Just to complete what Byron is saying, and more generally, when having a Hierarchy relationship, it is possible to make a record parent of itself, or child of itself, which does not make sense for the behavior we want to achieve.
We already tried a Data Validation Record, but it doesn't seem to stop the attach. (the error message is showing though).
Is there a way to do this please ? Either by filtering the View selector, or by returning an error if the same current element is selected as parent/child.
Thanks
Not that I know of. You can filter the lookup fields using rbf_setLookupFilter() function only if the operand is "equals". However, you can still use validation triggers to avoid linking of the same records in new/edit pages.
Note: Validation triggers do not fire on the "Attach" button.