Sub-Grid - Displaying all records of an entity based on the Parent Account

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Good afternoon

I have an entity called "Account Products which has a lookup to a Account and then allows various bits of customer information to be added. I have a workflow setup to auto populate the Parent Account Name on to the form and also the Account Number (our account numbers get pushed from NAV > CRM)

Here is an example of the account products entity Showing the Parent Account Name, H Number (the Parent Account Number) and the Account Name.

Within the Account Entity I display a grid of the account product entity, if I got into a single account eg the Bayswater account this shows the products correctly.

However if I got into the parent account I can't seem to configure it to show all account products for the selected parent account it is either showing nothing if I select "only related records" and if I show "all record types" I get every product showing for all accounts. Is there any way to configure this to show all products for all account for the parent account?

Thanks

Robin

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ScottDurow 21 on at

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It looks like you have selected the wrong relationship to show in your subgrid - you need to show the parent account relationship rather than the one you are showing now.

Hope this helps

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Community Member on at

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Thanks!!! I had not got that relationship and I had added that this afternoon but didnt realise it would effect the sub-grid as it does it now works Hoorah.

thanks Scott

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thubbert 5 on at

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How did you add that relationship? I have a lookup to account record but this still limits the sub-grid to only show exact matches and not the parent account items as well.

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