Promote Lookup object to Entity

 

Hi,

 

One of our objets has started as a lookup, but over time it evolved and we now want it to behave as a regular entity. For example, a page was created to display and manage the contents and we want the business to be able to edit its contents.

Saving changes is now blocked by the business people not having the "CanManageLookup" permission. We don't want to grant that permission to the users, but rather remove the limitation from the object.

How can we achieve this?

Kind regards,

Koen Bonnet

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1 comments

You'd basically change the Parent of the object from BaseLookup to BaseEntity. However, doing that will have the following impact: BaseLookup gives the object Name and Description, BaseEntity does not have those. This could break a lot of things with the page and also with data in records already saved.

I've not tested making this change, so definitely try this out in a test or dev system before attempting any of this in prod. What I would probably do, before you make the change from BaseLookup to BaseEntity, first create new custom Name and Description columns, for example UsrName, etc (assuming these are being used). Then migrate all data from the lookup columns Name & Description to the new custom UsrName & UsrDescription. Then change the page to map to these new custom fields. Then, change the parent of the object to BaseEntity.

Maybe there is some way to override the check for CanManageLookups for your one object as an exception, but I've never looked into that. I assume you'd need to go the route outlined above.

Ryan

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