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We are looking to show a sub grid of Accounts based on matching two Option Set fields in that Account Form.
We are a property company with buyers and sellers.
We have two fields in each Account both using the same Option Set list - Property type
One option set is there to define the Property that account has - ie 1 bedroom
The second is there to define the Property the account is looking for ie 2 bedroom
We want the subgrid to display Buyers for the Account who is the seller based on the criteria of their property matching the criteria of the Buyer property.
We already define Buyers and Sellers separately with different option sets.
Any help much appreciated in how to achieve this as I'm at a loss.
Thank you.
I'm not sure I follow the suggested approach. Could you elaborate? The Option Set I'm using is going to have many options (probably 20) and it will be a multi option select Option Set.
So: If an Account is tagged as Seller then the Option Set for Type of Property will say e.g. 2 bed; Large Kitchen...
And if Account is tagged as Buyer the Option Set for Property Wanted will say e.g. 3 bed; Large Kitchen...
Then the sub-grid on the Seller form will show Buyers who have matched any one of the options selected in the Option Set, and the same for the Buyer form (with a sub grid of seller accounts).
Would be great to achieve this as it will make our work flows much better.
Best Practice Use Business Rule ,there is option for Hide and show.
if A selected then B Hide and C show
if A1 selected then C Hide and B show
Hi,
This can be achieved via javascript during ONLOAD of the exist record.
Just check for the two optionset value and get the details and according to the combination you can associate the accounts in the subgrid of the form.
Regards,
Thangamani
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