HI All,
I have a requirement to create a case (incident entity) view, to show all cases belonging to an Account. However the matching criteria is not the account record id (in which case I could have used the inbuilt relationship between the two entities), but the field to match the cases to account is a field (custom field) within Account entity. I am trying to figure out a way to do it without using virtual entities. Is there a way to accomplish this? As an example, here is the scenario:
Case X is related to Account record A
Case Y is related to Account record B
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Case X = { CustomerId = A}
Case Y = { CustomerId = B}
Account A = { Name = Contoso Inc, Tenant Id = abcde }
Account B = { Name = Contoso Corporation, Tenant Id = abcde }
Accounts A and B although are different records, but represent the same customer. Say one has a Account Name = Contoso Inc. and the other has Account Name = Contoso Corporation. However, there is another field on the Account entity called the Tenant Id, abcde, and that value is same for both Accounts A and B. Therefore, when I show the grid for cases belonging to Contoso, when I open Account form (any of the two), it should show both cases X and Y.
Does anyone know how to accomplish this? Thank you!
