Personal View with Multiple Entities

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Posted on by Parthi

I just like to create a personal view that would be just a copy of the "All Products, Families & Bundles" system view showing the records(entities) that are created only by me. By default, the system view shows the records created by everyone but, I just want it to be filtered with only those that I own.

When I create a Personal View, I get options to choose columns from various related entities and do a join operation. But, what I couldn't find is a provision for an Union operation that combines data of common columns from related entities and display them together in rows.

For example, Product: Name, Status; Product Family: Name, Status; Bundle: Name, Status. Rows from all three entities to be displayed under the common columns: Name, Status.

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Aiden Kaskela 19,696 on at

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Hi Parthi,

In your example, are you looking to get a single column of names, with three combined values as the result? If that's what you're after, you won't be able to do it in CRM.

Hop this helps! I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden

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MilindP 1,019 on at

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Its not possible in View but you can create a report for this requirement or HTML web resource to display your union result. you add this report or web resource to desire dashboard.

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Parthi 15 on at

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Hi Aiden, Thanks much for the clarification! It helped.

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Parthi 15 on at

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Hi Milind, Thanks a lot for the answer as well as the alternate solution that you have suggested.

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I think you are missing an important fact:

Products, families and bundles are all the same entity!

They are simply Products with different properties, which are used to display different sections of the form and related buttons when you view them. The key one is the "Product Structure" field which is an option set to define product, bundle or family)

So you only need a view of products - if you do an advanced find starting from the OOB view you mention you will see this. The hierarchy path and product structure fields are probably the ones you need to include as columns to highlight the differences.

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Parthi 15 on at

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Hi Adam Vero,

You are absolutely right!

I thought that Products, Product Families & Bundles are all of different entities as of their names and thus the confusion.

I just filtered the Products entity with the Created By field as Equals Current User and it just worked as I expected.

Thanks much for your response!

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