hey guys! I have a custom record which contains 2 partner fields. The first partner field should contain the parent partner, and the second field should only contain the list of partners which are children of the parent partner (grandchildren included). When creating this custom field, I am using the Sourcing & Filtering subtab on a custom field, and I am filtering using Parent (Partner) field. However, this is only working for immediate children, and not the grandchildren. For example, • Parent Partner 1 ◦ Child Partner 1 ◦ Child Partner 2 ▪︎ Grandchild Partner 1 If the parent partner field = Parent Partner 1, I would need the child partner list to have the following values: • Parent Partner 1 : Child Partner 1 • Parent Partner 1 : Child Partner 2 • Parent Partner 1 : Child Partner 2 : Grandchild Partner 1 I am not sure if this is possible to do without a script of some sort. I would ideally like to prevent using a script, if anyone has seen something similar before! Any help is greatly appreciated! 🙂

To do this without scripting - you need a third field - "Ultimate Parent" that gets filled out on all your records - then that is your filtered list.

Very smart! Thank you @KevinJ of Kansas !