Is there a way to do an advanced search and join 2 tables? I need all estimates with an opportunity with year of service 2019. An opportunity can have multiple years of service
c
C_Billings
02/05/2019, 5:14 AM
This isnt too complicated...what is the information that isnt easy to come by...If you search Opportunities the related Estimates are tied to them...
s
Sean Murphy
02/05/2019, 5:11 PM
@screnshaw how are your years of service setup? are they on the line items, in a joined Table? A field on the Opp? How is that setup?
s
screnshaw
02/05/2019, 6:37 PM
@Sean Murphy the opportunity has a custom record that can have multiple years.
so an opportunity can have multiple estimates and years.
s
Sean Murphy
02/06/2019, 12:24 PM
try doing this as an opportunity search and joining on the Estimate Fields.... selection and the service year fields... should give you want. Because the opportunity is in the middle and linked to both you can accomplish both joins.