We want to see the transactions of the parent (and...
# generalm
Marawan مَرَوَان
08/04/2026, 12:42 AMWe want to see the transactions of the parent (and its children) location in one view... it looks like there is no way to do that without scripting.
a
Abdul Basit
08/04/2026, 3:43 AMmake a custom record and handle this from restrictions tab(on custom record)
m
Marawan مَرَوَان
08/04/2026, 7:00 AMRestrictions tab?
a
Abdul Basit
08/04/2026, 7:01 AMsee
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Marawan مَرَوَان
08/04/2026, 7:13 AMScreenshot 2026-08-04 at 10.13.07 AM.png
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Abdul Basit
08/04/2026, 7:14 AMplz open custom role for which you want to set the restrictions
Abdul Basit
08/04/2026, 7:15 AMfollow this to open custom role
m
Marawan مَرَوَان
08/04/2026, 7:20 AMSorry, maybe I didn't add enough details... I was talking about reporting.
But please ignore my question... I feel I need to get more details from the finance team.
a
Abdul Basit
08/04/2026, 7:22 AMok