How to search and see a view that would show parent, child and grandchild record

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Posted on by USA80

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?

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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.

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