I have an Action Items entity with a many:many relationship to itself. End users are requesting the ability to relate similar action items to each other, so when one item is completed, they can easily view others that should be marked as complete as well.
On the main form of Action Items, I have a subgrid that points to the Action Items table with a custom view (Related Action Items). show related records is checked. I can add existing action items to the subgrid as intended, but when I click on one of the records and open the main form of that record, the subgrid is blank (vs. displaying the related records from the previous screen).
One thought was to create an intersect table and using a flow, assign a GUID to related action items.
For the flow's trigger, the relationship table name is not appearing in the Table Name drop down, so I added it as a custom value. I can see rows from the table, but on save, I get an error "Could not find table name".
I feel like I am overcomplicated this. Any suggestions would be greatly appreciated!