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I am struggling with below question for my Dashboard view for my appointments. My APPOINTMENT entity has:
- on the main form, "Outcome of the Meeting" text field (this is where I can put notes of my meetings)
- Additional Participants sub-grid to entity called "Additional Participants" - besides few other items in it there is a choice for user to Share the appointment record with any team other team.
What I want to accomplish in my Dashboard view is to have BOTH of the below:
1) I want to see all the appointments of my team which have notes in the appointment, this is as per option 1 in my screenshot, and that alone works fine.
2) I want to be able to also see all the appointments OTHER TEAMS have decided to share with MY team, which is under option 2 in screenshot.Each of these options works fine individually but when combined it does not work, and I don't understand why??? Is there no way to have it as OR condition for these? Any advice would be much appreciated!
Thanks so much
There isn't anyway to create an OR condition through Advanced Find when it spans over multiple entities. OR conditions are limited to being created on conditions within the same entity only.
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