How can I use a related field in a detailed search component

Posted by matman on 21-Nov-2014 09:15

I created a related field that contains the value of a customer's group. I can select the field in the detailed search, after doing so I get the options "equals" and "is one of". After configuring it, I can see the related field in the Search Component's view, but I cannot select any values. Also, I can no longer alter it's Operand in the search configuration.

Is there any way I could still use it without adding triggers etc.?

Posted by Godfrey Sorita on 24-Nov-2014 07:36
Unfortunately, Rollbase search does not support the use of a related field that points to a Lookup field: https://progresscustomersupport-survey.secure.force.com/ProgressKB/articles/Article/000054039

Please feel free to post this as an enhancement request via Ideas section.

All Replies

Posted by Godfrey Sorita on 21-Nov-2014 13:41
What type of field is "Customer's Group"?
Posted by matman on 24-Nov-2014 02:41

Hi Godfrey,

In my application, a customer's group is an organization group (from the Organization Management application). It will contain values USER_GROUP could also contain.

I do have permissions to view the group (I'm administrator).

Posted by Godfrey Sorita on 24-Nov-2014 07:36
Unfortunately, Rollbase search does not support the use of a related field that points to a Lookup field: https://progresscustomersupport-survey.secure.force.com/ProgressKB/articles/Article/000054039

Please feel free to post this as an enhancement request via Ideas section.
This thread is closed