On the relations tab of an opportunity, we are listing out related contacts on a file (internal employees and external contacts).
I would like to pull this information out and display on a GI - but I can only seem to use CRRelation to link an OPT to a SO and not to display the required information.
Here are the joins:
Here are the details I am trying to pull out:
My current joins are blank for the record above (there is no SO for this OPT yet).
Best answer by darylbowman
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+11
I believe you’d want to join CROpportunity.NoteID to CRRelation.RefNoteID and then join CRRelation.TargetNoteID to Contact.NoteID (for Contacts).
This is actually a somewhat complex situation because CRRelation joins to various types of entities. You can see what kind of entity the relation is for in CRRelation.RefEntityType.
A GI may not really be the best place to do this, unless you’re only hoping to display one ‘type’ of entity, like Contacts.
I believe you’d want to join CROpportunity.NoteID to CRRelation.RefNoteID and then join CRRelation.TargetNoteID to Contact.NoteID (for Contacts).
This is actually a somewhat complex situation because CRRelation joins to various types of entities. You can see what kind of entity the relation is for in CRRelation.RefEntityType.
A GI may not really be the best place to do this, unless you’re only hoping to display one ‘type’ of entity, like Contacts.
Thanks Daryl - I will give this a shot.
I’m actually trying to display only the Employee type on this GI, so I’ll use this logic above on the Employee table.
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