Hi all,
The issue I'm struggling to get my head around is related entities.
I have created a custom entity called 'Alerts'.
On the Alerts form I have added a Client Name field that is 1:N with the Accounts entity to relate the Alerts to an Account. Then I added a subgrid view to the Accounts entity that shows the related alerts.
I would also like to show these alerts on quotes when the Client Name is added to a quote.
So, my end game is to have an alerts section on the Quote Entity that is populated with the Alerts related to the Client Name added onto the Quote.
Is this possible in any way?
Thanks in advance.
Lee