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Creating an Add Parent Organisation Add-In

Topic by Matt Dove

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Hi all, we are currently trying to create an Add-In that will allow a user to add a parent Organisation, rather than add a child Organisation as is standard RightNow functionality.

We have created a button on the workspace which when clicked, saves the record (need to have org_id to add to hierarchy), shows the user a search box, carries out ROQL query and then links to the selected Organisation as a child of that Organisation.

We are seeing some rather strange behaviour.

If the Organisation is added at Level 2, e.g.:
> Existing Organisation
--> New Child Organisation

No matter how many times you click save, it will always prompt you to save when closing the workspace.  If you click No, the next time you open it up, the Organisation is stored in the hierarchy as expected.  If you click Yes, the next time you open the record, it is there on its own with no parent/child Organisations.

If the Organisation is added at Level 3 or greater, e.g.:
> Existing Organisation
--> Other Existing Organisation
----> New Child Organisation

You will be prompted to save the record on exit again (no matter how many times you click save), but this time it doesn't matter if you click Yes/No, it will save the record as you would expect.

When you select the preferred parent Organisation, we save the record in the Add-In and refresh the workspace.  This is where we find the final quirk.  The Organisation Hierarchy workspace control shows the new Organisation as both a sibling and child of the selected parent Organisation.  I have attached a screenshot to show this.

Does anyone have any ideas on how to either solve or get around this behaviour?  Or even if there is another way to add a parent Organisation, rather than only being able to add children?

Thanks for reading!

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February 2013

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