In EVO, the application that we (Acto) develop with the SF, a multi-tenant solution is implemented. One database can be used by multiple companies and potentially with multiple administrations per company.
A user works on one active company and a corresponding administration. This information can be requested by a task. This data is hidden in all screens and automatically filled by default procedures.
The import and/or update of records doesn’t take account (not as default) of the company and administration data.
As a result: Look-ups within the import and/or update, where the company data is part of the primary key, aren’t shown correctly.
Preferred solution:
- Don’t let the columns in import and/or update be dependent on the grid or form components, but specifically mark them (visible for import) for the import and/or update functionality.
- Provide default values for columns in the import and/or update functionality. (In this case the company / administration a user is working on)
