
Question - I am in the Account parent record (Record A) and then I create a child record (Record B) off that parent record and then I create a grandchild (Record C) off of the child record.
So if child (Record B) has the parent company filled in pointing back to Record A, then when I do a search on Record A name I can also see Record B.....this does work.
But....I can't see Record C, because that has a parent company pointing to Record B.
How can I get Record B and C to show when I search on Record A's name?
Hi USA80,
A as one parent record for B, there is one lookup field point to A in the B.
When you use name of A to search records, A and B can be returned.
But C is child for B, which has been shown in sub-grid, so you can't view C when you search A.
If you want to view C and B at the same time when you search A, you may create another lookup field, and use workflow to fill the new lookup field value from parent's lookup value automatically.