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Pull records from a chain of related records.

Given:

  • Customer (Table)
    • Name (Field)
  • Item (Table)
  • Brand (Table) 
  • Sales (Table)
    • Sales Subtable (Composite Table)

Table Relationship:

Customer -> Sales <- Sales Subtable <- Item <- Brand

Objective:

Create a View (Layout Element) inside the Customer Form to show all the Brands (preferably shown a Brand once) used in all the Sales for the selected Customer. 

Problem:

I've already inserted the View (Layout Element) in the Customer Form but the formula I use returns no values. 

let x := Name (field in the customer form)
select Brand where Item.'Sales Subtable'.Sales.Customer.Name = x

1 reply

null
    • John_Halls
    • 2 yrs ago
    • Reported - view

    Hi Lester

    If your data model looks like this

    Then the view on your customer table is 

    unique(Sales.Subtable.Item.Brand)

    Don't add .Name to the end as a view is looking for records, not fields. No need for select statements as all the tables are linked.

    Alternatively you could use a formula field with 

    concat(unique(Sales.Subtable.Item.Brand).Text)

    Regards John

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