4 Replies Latest reply on Jun 8, 2017 5:38 AM by coherentkris

    Can you filter records on a Layout in the same way as portal through relationships?

    BrandonWoodward

      Is there any way to filter records on a layout through relationships without using the Go to Related Record script step? The reason I'm trying to do this is when using Quick Find on a layout it searches through all records regardless of the relationships made. Is the only way around this to use Omit Record?

       

      I have a table for Orders and an order can have multiple statuses. I'd like to create a layout for two of the statuses and omit the remaining. I've created the relationships and Go to Related Record accomplishes what I need but Quick Find is performed on all records and unfortunately performance suffers as the number of records increases.

       

      Here is the self-self relationship:

      Capture1.JPG

       

      If I wanted to filter a portal to exclude zero balances and exclude transaction type 'Payment' I could do so like this:

      Capture.JPG