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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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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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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