Hi I just have a question about filtering using a cross reference object. I have created a Cross reference object that has using two lookups as its cross reference, one from Service another from Fee Method. I want to use this cross reference object as a filter to a different object that has a Fee Method lookup within the object. I'm not sure how achieve this
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Hi Vincent,
You can use the following filtration as an example:
The filtration from the example is added in the Account section. We are using related object filtration (click on the plus button in the first screenshot) to find all accounts where column Number in the object Account communication option contains 000.
I hope this example helps you to build your own filtration.
Have a great day!