alexed1
DataTable - Master-Detail field showing the id instead of the Master's Name
I have an object, "Sales Order Lines" that has a Master-Detail relationship with another object "Sales Order", that when I try to include that field in the datatable for Sales Order Lines, it just shows the id text instead of the expected Name field on the Sales Order record (which is what it does for Lookup fields.).
In order for a lookup or master/detail field to display as a link, it must be “reparentable”
In order to have the Datatable display a Lookup field as a link to the record rather than just the recordId value in the field, the running User must have Edit access to the object whose records are being displayed in the Datatable. For example, if you have a Datatable for Contact records and include the AccountId(Lookup) field, the running User needs to have Edit access for the Contact object in order for the AccountId field to show as a clickable link with the Account’s Name. Without Edit access to the Contact record, the Datatable will display, as unclickable, the Account’s recordId value. For information on how you can temporarily add then remove Edit access in a Flow, read the referenced Help Article and/or complete the referenced Trailhead. Help Article: Create a Flow That Can Activate or Deactivate a Session-Based Permission Set Trailhead: Session-Based Permission Sets and Security
Running User has Edit access to the Contact object
Running User does not have Edit access to the Contact object
i have a similar situation, my org has a large managed package where i cannot change the lookup field to be reparentable
ive had to create a formula text field to get the link to show right.
'HYPERLINK("Sales Order", "/" + CASESAFEID( Sales_Order__c ) )'
