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410Hello,
I am checking in to see if there is an updated answer on this question. Is it possible to show the Opportunities of the normal Account (i.e. parent account) and child accounts on the same grid on the parent Account page?
If not... What do you all think of this methodology involving new fields, background workflows, and form JS display functions. Would look like this, but I would need to repeat for all my entities (appointments, contacts, Opportunities...) and is repetitive data storage.
make sure opportunity has fields [Opportunity Account] and [Opportunity Parent Account]
1) User lookups "Account A" and sets to field [Opportunity Account]
2) Background workflow: If "Account A" has a parent account, set Parent Account of Account A to field [Opportunity Parent Account]
2a) If Account A has not parent account, set Account A to field [Opportunity Parent Account]
3) On Account page, utilize javascript to detect if Account is a parent account. If so, display Grid that utilizes field [Opportunity Parent Account] (rather than [Opportunity Account]) and hide the normal one.
Repeat for other entities.
Other ideas?
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