Good evening!
I have faced a problem with address filtration in Account section. The thing is that the system covers only that Address records, which have a Primary value = true. I want to find a solution, where the same account can appear for different filtration settings. Like an Adello Biologics account for example.
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Dear Nikoegor,
To find an account by its address it is better to create a filter like on the screenshot http://prntscr.com/lo4hw6. It ignors "Primary" field and return all accounts that have the specified address. So you need to put all conditions in the inner part of the complex filter. Also to select if the address exists you need to click on "Quantity" button and choose "Exists" from the list like on the screenshot http://prntscr.com/lo4jfy.
Best regards,
Oscar
The reason is in fact that those two fields are absolutely different: when you go to section wizard of the account you will see that there are lookup field as "Country", "State/province" and etc. You've built a filter that takes data from those fields in Account object, but the object we need is called "AccountAddress" and it contains needed for us information. And that's why we need to build a filter that will take data from the detail itself. You can also check it in database: you have CountryId, CityId, RegionId and other columns in Account table and you have them also in AccountAddress table. it is difficult to say why it is it. You know bpm'online has a long and rich story and I guess there was a period in the application development when there were no details and there was a need to store information on addresses in those fields that are now not used, but they can be selected in the filter and they can be seen in section wizard. It is just my opinion. but from the technical point of view - we just read data from different objects and fields.
Regards,
Oscar