Filter a View based on Sub-grid/Related Data

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Posted on by SarahC

Hello,

I feel the answer is right in front of me, but I can't seem to connect the dots.

I have an accounts sub-grid on my opportunity form to associate multiple secondary accounts to an opportunity.

I am trying to create an opportunity view filter to only show the secondary accounts, but I can't seem to filter to show the secondary accounts.

Part two of my issue, and why I need the view... On my account form, I have a tab to display related opportunities. I am wanting to use the associated opportunities filtered view to display the opportunity list on the account record where that account is listed as a secondary account.

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LuHao 40,892 on at

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RE: Filter a View based on Sub-grid/Related Data

Hi SarahC,

In this scenario, an Opportunity can be associated with multiple Accounts, and an Account can also be associated with multiple Opportunities.

So, the relationship between Account and Opportunity is N:N.

In this case, we only need to add a sub-grid for both Account form and Opportunity form.

Step 1. new a N:N relationship for Account and Opportunity.

Step 2. Insert a sub-grid of this N:N relationship on the Account form and Opportunity form.

Test:

In the Opportunity "opp1", there are two related Account "acc1" and "acc2".

In the Opportunity "opp2", there are two related Account "acc2" and "acc3".

In the Account "acc1", there is a related Opportunity "opp1".

In the Account "acc2", there is two related Opportunity "opp1" and "opp2".

In the Account "acc3", there is a related Opportunity "opp2".

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SarahC 50 on at

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RE: Filter a View based on Sub-grid/Related Data

Thank you for the response. This is as easy as I thought it would be/should be. Your above are the actions I took initially, but the subgrid view on the account is returning all opportunities the account is listed. Whether it's the primary account or a secondary account.

To give more context, we require an account on the opportunity form. Then secondary accounts are optional if needed.

When I do the above it's returning all results the account is primary and secondary, not just the secondary.

I found in testing the associated opportunities view filtering down very specifically I can get what I'm after: where the primary account does not contain the account and the related does contain, but then it needs to be dynamic based on the account record I am on. So this may not be the right avenue.

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