Parent Account Contact needs to create records for Child Account in Custom Table

[Piper]

Hi,

We have a custom table, X, that contains transactions about specific properties (Accounts). Our original solution assumed that property level contacts would be entering the transactions, so we configured the portal to save the portal contact and their property (Account) on our custom table.

All worked fine until we received a request to allow contacts of the Management Company to read, create, and update records for the properties under their account. 

In the example below Jo, who works for Management Company A, should be able to create custom table x transactions (not pictured) and associate them one of the properties under her company, Property 1, Property 2, or Property 3, and not Properties 4 or 5.

Property Management Relationship

I have been able to successfully create table permissions allowing Jo to view the transactions associated with each of the 3 properties. When they open the create form, the Property is on the form for selection, however, they see the properties under their Management Company A (Properties 1 - 3) as well as their Management Company Account (A) in the lookup. They should not see the account associated with them in the lookup. Additionally, if they select any of those options and try to save the record, they get an error. Inspecting the field in the browser after selection shows that the value for the selected account is 00000000-0000-0000-0000-000000000000. 

The error message presented on submit is "Sequence contains no elements".

Clearly, I'm doing something wrong, but I cannot figure out what that is. Please note we removed the configuration to automatically save the Property based on the portal user so that should not be the problem.

Any help fixing these permissions or other configurations is most appreciated.

Thanks!

Piper

[Fubar]

Have done something similar previously. Where we had contacts for a Parent Account to act on behalf of Child Accounts, and also have Contacts against the Child Account that could only work on the Child account.

I comes down do the Table permissions that you setup

For Parent Account Contact to manage Child Account

Contact (1)-> Account (2)-> Child Account->(3)other tables

(1) table permission with scope Parent, or Account

(2) table permission with scope Parent (to 1)

(3) table permission with scope Parent (to 2)

For Account Contact to manage their own Account

another set of table permissions

Contact (1)-> Account (2)-> other tables

(1) table permission with scope Parent, or Account

(2) table permission with scope Parent

[Piper]

Hi Fubar,

First thank you for your quick response.

I created a new web role for my Management Company contacts and have configured permissions as you suggested for the Parent Account Contact to manage the Child Account records. It works perfectly for viewing the list of records associated to the parent account and in the create and edit forms the list of child properties are correct. However, I continue to get an error when I create a new record or try to update an existing record by changing the selected property (account).

Would you please take a look at this screen shot for my permissions and see if I missed anything?

Table permissions

Thank you!

Piper

[Piper]

If anyone else has advice regarding this topic, I would appreciate it if you would also respond please.

Thanks!

Piper

[Fubar]

If you are selecting or changing any Lookup value, then Table permissions need to have Read and Append/Append To permissions for the Lookup table (I can never remember which one is which Append/Append To but the record the lookup is on needs one and the table the look up is for needs the other). 

If it is still a problem after that, you can update settings to display a more useful error message.

[Piper]

I have enabled Read and Append/Append To on the Accounts table (Lookup Table) and my custom table and I still get the detailed error below. This happens when I select an Account on my create form.

Portal Error on Save with Property (Account) selected

Thank you!

Piper