I am currently building a CRM where four of my data types are Accounts, Deals, Account Notes and Deal Notes. In my database I’ve set up so Deals have a relationsship to Accounts, Deal Notes to Deals and Account Notes to Account.
In my accounts page, I’ve set up a repeating group displaying all the accounts after they’re created. When clicking an account’s name in the repeating group, the current cells account’s information is displayed in a pop-up. In the same pop-up, I want to display the account notes. I’m trying to do this in a repeating group, but the problem is that the repeating group is displaying all account notes for all accounts, and not only the account notes belonging to the spesific account.
I assume this popup is of type Account - and when opening the popup, you’re displaying the Current cell's Account in that popup via a workflow action, correct?
I also assume that in your Account Notes data type, you have a field Account, of type Account.
If so - in your RG in the popup, you could simply do a Search for Account Notes with the filter Account = Parent group’s Account.
This should only show Account Notes that are related to the Account record you’re passing in the popup
It worked! Thank you so much @ambroisedlg! One more quick questions, would you recommend having Account Notes and Deal Notes as two separate data types, or would you have them as one data type with the field “Account Notes” related to “Account” and “Deal Notes” related to “Deals”?
Either way is fine imo, the best structure would depend on your exact use-case. If a Note record has the same fields in both cases, then one data type is probably best. If an Account Note and Deal Note have different fields, two data types might be cleaner.
