Contact view with parent and child account contacts

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Hi,

I've been trying to create a view that would consist of:

all contacts from accounts that satisfy certain criteria (e.g. Geography = US), and
all contacts from child accounts of accounts that satisfy the above criteria

I managed to do the first bullet-point but I'm struggling with the 2nd bullet-point. Does anyone have an idea how to create such a view or point me to a discussion where this was discussed? I've been looking through forum but couldn't find any discussion that solves my question.

Thank you!

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LuHao 40,892 on at

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Hi Bruno,

The first condition and the second condition cannot be connected by OR in the filter of a view, because they are all in the related entity. Only the fields in the same entity can be connected by OR.

So in order to achieve this requirement, we have to create two fields to represent the results of the two conditions.

Step 1. Create a new lookup field in Contact, the Target Record Type is Account.

Step 2. Create a workflow. If the value of the Conpany Name field is of type Account, then use it to fill the newly created lookup field, otherwise clear the newly created lookup field value.







Actavite the workflow.

Step 3. Create an on-demand workflow.

Run the on-demand workflow for all Contacts.

Step 4. Create a new field in Account, the Field Type is Calculated, the other attributes are the same as the Geography field of Account.

Edit the calculated logic as follow.



Step 5. Create two new fields in Contact, the Field Type is Calculated, one is for Account Geography , the other is for Parent Account Geography of Account, the attributes are the same as the Geography field of Account.





Finally, we can set the Contact view filter as follow.

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