I am creating a GI which will list all the lines and their columns from the relations tab for each opportunity record.
The following tables have been used for the GI: CRRelations, CR Contact, CR Opportunitiy, CR Leads, BAccount, So Sales Orders.
I am having difficulty showing the status of each line, as this could come form a number of tables (i.e. sales order, leads, customer, etc.) I have tried using the ‘Target Type’ from the Relations table in an IF statement, but I don’t seem to be getting the name of the type ‘name’ correct.
Does anyone know how this can be achieved in possibly a simpler way?
Thank you.
Best answer by hkabiri
@suemackeown13 Regarding the status, the status should be derived from each target type corresponding table. Like Sales Order SOOrder.Status and…
Below is the mapping for Target entity Table name and Value on CRRelation.TargetType.
I have the status for each target type, but need to show this as one column in the GI, rather than having separate columns (same as that shown on the Relations tab of an opportunity). When trying to use an IIF statement only get the status code rather than the ‘name’ of the status.(i.e. ‘n’ rather than open)
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