Advanced filtering on Relationship entity in group

Dear community,

Is it possible to configure an advanced filtering on "Relationship entity in group" ?

 

I tried without success.

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Hello Stephane,

 

Can you please share the way you tried to implement it?

 

Thanks!

 

Best regards,

Bogdan S.

Bogdan Spasibov,

I tried to find the relationship group entity here but there is not.

Dear Stefano Bassoli,

 

Thank you for the clarification.

In this case, we would recommend you creating a new [Lookup] in the [Lookup] section based on the "Relationship entity in group" Object.

 

After creating this object you would need to set it up.

Navigate to the [View] -> Select filed to display -> [+] button.

 

In the popped up minipage you would need to specify the Entity group name:

 

This will ensure that the Entity Group name would show up (In this example I have created two groups named Entity group 1 and Entity group 2)

Please be advised that there is no way of pulling up the [Contact]`s or [Account]`s names as they would be considered as Entities by this Lookup and would have only an ID available in the "List setup":

 

 

The Final result should look like this: the Entity Group name and the Record`s Id assigned to that Entity Group

 

Hope this helps!

 

Regards,

 

Danyil

Danyil Onoprienko,

Thank you Danyil

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