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Hi,
I've built a site that uses an entity called Vendor Requests that is tied to Contacts (user). What I'm trying to get it to do is display multiple records in a list for the logged in user. When I set the "Record associated to Current Portal User" it shows my records according to the view I've set and it seems fine. The problem is, I also have a "View" option for my list and that's when I run into issues if I have more than one record in that list. When I have only one record, it displays no problem when I click on View, but when I have more than one Vendor Request in the list, I run into errors. Is "Record associated to Current Portal User" only designed for a single record that's associated or can it work for multiple records? When I display a Vendor Request record, there is a lookup to a Contact and then from Contact there can be many Vendor Requests. My hope was that the form would be able to find the Vendor Request records that are associated to my Contact since I have the Vendor Requests associated to Contact from the initial insert form and also because I've set "Record Associated to Current Portal User" to my entity relationship between Vendor Request and Contact. Am I misunderstanding the purpose of this setting? And if so, how does the system automatically know which record belongs to the logged in user? Or have I hit some kind of bug or caching problem?
I found a way to do it. There's a hidden setting in the "On Success Settings" tab if you set "On Success" to "redirect". Once the redirect happens then it appends the record ID to query string. There's a setting called "Append Record ID to Query String" that has to be checked in order for it to work. Once that's checked, then you use "Query String" on the forms instead of the "Record associated" one I was trying to use. I wish I knew how to flag these when I find the answer to my own question 🙂
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