Account relationship

Hello, 

Thank you for your question. 

In order to get the wanted filter please choose the correct column called "Parent account". 

Please refer to the screenshot below: 

Thank you, 

Artem. 

Artem,

Hi Artem,

the parent account field does not work correctly with the new "Relation connection" table used for describe the account hierarchy,

Hello Stefano,

Sadly, filtering will not work in this case.

It is due to the fact that the "connected to" diagram was created to be universal, it does not have any proper connections to the other objects in the system. Thus, it can't be used for filtering records in objects.

Theoretically, you can create a view table in your system where needed columns from separate objects can be added and use it in the section's filter but we don't have any examples of such implementations.

We have already created a request for our R&D team to create such functionality.

Thank you,

Artem.

Hi,

I solved the problem.

I've created a view table, here my postgres script view

 

DROP VIEW
 
IF EXISTS "UsrAccountParentView";
    CREATE
        OR REPLACE VIEW "UsrAccountParentView" AS
 
SELECT uuid_generate_v4() AS "Id"
    , reA."RecordId" AS "UsrAccountParentId"
    , reB."RecordId" AS "UsrAccountChildId"
    , rc."RelationTypeId" as "UsrRelationTypeId"
    , '410006e1-ca4e-4502-a9ec-e54d922d2c00'::uuid AS "CreatedById"
    , timezone('utc', now()) AS "CreatedOn"
    , '410006e1-ca4e-4502-a9ec-e54d922d2c00'::uuid AS "ModifiedById"
    , timezone('utc', now()) AS "ModifiedOn"
FROM "RelationshipEntity" reA
JOIN "RelationshipConnection" rc
    ON reA."Id" = rc."RelationshipEntityAId"
        AND reA."SchemaUId" = '25d7c1ab-1de0-4501-b402-02e0e5a72d6e'
JOIN "RelationshipEntity" reB
    ON reB."Id" = rc."RelationshipEntityBId"
        AND reB."SchemaUId" = '25d7c1ab-1de0-4501-b402-02e0e5a72d6e'