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