how to use relationship in the related list
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11-27-2023 06:39 AM - edited 11-27-2023 06:49 AM
requirement is to display all the attachment file related to the record in the related list.
CUST001 have string field loss number=XYZ and CUST002 having loss number=XYZ
current record:CUST001
Related list: Document =CUST001.
if the loss number on custom record is empty then related list document will show all document related to current record.
if the loss number is something(e.g XYZ) then related list document will show all document related to both record(e.g CUST001 and CUST002).
This is implemented but when i click on 'New' button from related list document it doesn't automatically fill the reference field CUST.
below 'Query with' code is used in relationship: