Implement Picker, wich shows Accounts related to a parent record

Hello all,

I would like to implement the following scenario:

There is module 1, which has an 1:n relationship with module A and also an 1:n with module B. Module A has a relationship to the accounts n:1, so several records from module A can be linked to one account.

Module 1 also has a 1:n relationship to module B. However, I would now like to implement a simple link in module B that represents a picker and lists only the accounts from module A that are also linked to the parent module 1. But there is a dropdown field in Module B where a value is a filter for selecting accounts.

I have attached a graphic that may explain a bit what we are trying to do. Do you have any experience on how we can implement such a "picker"?

As always, I welcome your feedback.

Kind regards.

Martin

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  • Hi  
    that sounds good, but I honestly don't have a concrete idea yet how to implement it for my case. I'll look at the examples first and would then come back to you if necessary? I haven't found any other tutorials on the net that explain how to use it better either, but I'm hoping I can get some stuff done by copy-paste-edit.

    Kind regards.

    Martin