06/09/2017, 5:25 PM
Apologies in advance if I am posting in the wrong channel. I’m looking for a way to xref a record type to itself. I want to be able to have “related records” of that type. Let’s say my record type is “policy number” - I’d like a list of “related policy numbers”. However, there is not one that is the “parent” - they are all at the same level, and should show on each other’s records.