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
