Hi,
I have a Portal where I have the following scenario:
Contact entity has a column Manager that is a lookup (Company) to Account entity. So, I create a contact ABC and under the field Company, I want to enter Costco, Walmart and Target.
Then user ABC logs in the Portal and want to submit a claim form(Created in Claims table). So, when he search for the company (ex. Costco) he wants to submit claim for, he should see Costco, Walmart and Target and should be able to select Costco from three options.
So, essentially, I am using three tables in this use case: Contact, Account and Claims.
To achieve this I add a subgrid to the Contact table and use that subgrid in the claims form so that user can see Costco, Walmart and Target in the Company field to select one. Now, I am trying to have a view on the Portal landing page where the user should be able to see all the claims submitted for Costco, Walmart and Target. The view should have a column "Company Name" that has the values Costco/Walmart/Target.
How can I get this view?
Thanks
