Anyone have tips on referencing the Parent Account in an Account saved search?
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C_Billings
03/28/2019, 5:34 PM
This has come up a few times...I dont recall it ever being answered
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shubs
03/28/2019, 7:13 PM
It appears that for SuiteTalk you have to make a GetSelectValue request, but in Saved Searches we can’t seem to reference it.
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Yadigar
03/28/2019, 7:46 PM
@shubs I'm not sure it will answer your goal, but you can create a custom checkbox over the account record "Is Parent" and populate it manually or via WF. Then you can use this logic at saved search.
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shubs
03/28/2019, 7:47 PM
Yes, that’s a great work around but frustrating to have to figure out a workaround for a standard field.
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Yadigar
03/28/2019, 7:50 PM
This is a common work around to present fields that currently aren't available at account table saved search.