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48I'm not understanding how associations work in portals for this. The advanced form is associating the portal user in the primary contact lookup field, but user is not showing up as a contact record for the account (subgrid of related contacts). I have an advanced form with 4 main steps and maybe the order is the problem or I have the associations wrong, but I feel like I've tried every associate option available at this point. Form steps:
Step 1 - Create account (insert)
Step 2 & 3 - edit related account info (edit)
Step 4 - Create contact (related contacts subgrid) plus primary contact lookup field (edit)
Step 4 is where I want to associate the current user as both the primary contact and a regular contact, but only the primary contact is working. When the record is saved, the contacts subgrid is empty. The reason there is a list is so that other contacts can be added in addition to the current user.
Should I have the contact creation at the beginning and then associate it to the account after? If not that, then which option will associate the contact? I've tried:
- adding attribute to step 1 that I think associates that step to the contactid
-adding table association, but contact table is not an option - will only let me lookup account-->primarycontact
-adding associate user on step 1 and step 4
Thank you in advance for any help and explanation of when to use which options (associate table, portal user in the form, etc.).
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