I have created a new custom module called Employment. It is linked to Accounts with a Many-to-Many relationship. Basically this module holds employment data related to the account. In our case, we are an employment services company and so each of the accounts are actually employers and the records held under the employment module are placements with each of the employers. There is a field under the employment module called account and this is a ‘related’ field type (to account).
My issue is this - When I load employment records into the module, this works fine. You can view all the records in the employment module. All the fields seem to be available including the relevant account. However, when looking under the accounts module in the subpanel, even though there is an “employment” subpanel, the records linked to each account are not showing here.
The funny thing is that if you click on the ‘Create’ button in the employment subpanel in the accounts module and select an employment record manually, then it saves this record as I would expect. You can then see the relevant record underneath. An obvious workaround would be to manually select and save them all under each account, however there are 10,000+ records, so that wouldn’t be fun!
So, could anyone please advise how best to load these records so that the relationship is created automatically and appears in the employment subpanel of the accounts module.