Hello, I am trying to create a search showing emai...
# suiteanalytics
j
Hello, I am trying to create a search showing email addresses of finance contacts of the customers. However, I need to start the search not from a customer but from a custom record which has a multiselect field (custrecord_customers_involved) to store group of customers. So me trying Formula (Text) like this e.g. {custrecord_customers_involved.email} which get me results of main customer email but I am interested in specific contact with finance role. I tried e.g. just to see all emails {custrecord_customers_involved.contact.email} and gives me "ERROR: Field Not Found". Any ideas please?
s
you probably need to use the analytics workbook for that, because saved search has a limitation where it can not drill down more than 2 level of record.
j
Thank you @Shaikh Abrar. I will check it 😉