Hierarchy and Advanced Find
Posted on 27th March 2017 at 15:45
Using parent records allows you to build up a hierarch of for example Accounts, Users or Opportunities. This is great for giving a graphical image of a hierarchy, but did you know you can also use this in Advanced Find queries?
This example selects all Open Opportunities that are owned by the user Admin1 or users Under Admin1.
The operators “Under” and “Not Under” are available on the entity fields that identify the hierarchy. If you do not have the hierarchy relationship set up already you will need to customise the system for this.
Tagged as: Hierarchy
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