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Filter Data in View with Multiple Entities

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Posted on by Sandeepthallam

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Hello,

I Have a requirement where i have to show data which belongs to Owner (Current User) of a Form and Current User of a Related Entity Form..

Scenario:

I have two Forms Form "GP" and Form "Lead" there is a relation between both. For "My Open Views" i have to Show data related to Owner(GP)=Current User or Lead Owner =Current User i am unable to set Or Condition for it as we cannot group or for two different Entities.

View Fields:

My Current Filter Condition:

Is there a way to achieve this? Or can we pass values dynamically for a column based on login?

Any Suggestions is highly appreciated..

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empath-e CRM 1,136 on at

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RE: Filter Data in View with Multiple Entities

As far as I'm aware this is not possible through Advanced Find. You would need to create a dashboard to display this or use Power BI

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