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Let's say I have two entities, "Sales reports" and "Location". Each year a new sales report is created for each location (a lookup field to "Location").
In the "Sales report" entity I would like to have a view that only shows the latest reports for each location. One possibility is to use XmlFetch Builder, does anyone have any clues of how that could look?
Or any other suggestions?
Great thanks.
Hello Poja,
From what I can understand, between those two entities you have a 1 to N relationship like bellow:
Location 1 : N Sales Report
With this, you can use the already built in functionality to create views on Sales Report. However, you would have to create multiple views for each location, just because of the relationship you have. See the image bellow on how you should build your view
As you can see on the image above, you can use Edit Filter Criteria to build your view, then if you scroll down you will a section for "Related". Here you would select "Location" and then select a field from location and filter like that.
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