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Status Shipped
Categories Account settings
Created by Kees Postma
Created on May 11, 2021
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit A-I-10932 Add relationship fields linking Organizations to other record types.

Allow Organization as a record relationship custom field Merged

Problem: When configuring a custom field, it is possible to select Aha! record relationships. However, Organizations (as included in the Ideas Advanced package) are not available as an option.


Use case: In our ideas portal (currently only used internally) if a user indicates that an idea comes from a client or implementation project, we would like to use a dynamic form step to allow the user to select which organization the idea comes from. As I cannot select Aha! Organization as a record relationship field, this is not possible. The only workaround would be to set up a predefined choice list, but then we need to maintain the available Organizations in two places.