I have a database like this:
Where 1 Quote Request can have many Quote Locations, and 1 Quote Location can have many Master Products.
Where I’m stuck is if I’m on a Quote Request page, how can I do a workflow action with “Do a search for” all Master Products related to the current page’s Quote Request via the Quote Location?
In the element where you want to display this list of Master Products set the dynamic source:
Do a search for: Quote Request’s Qoute Location’s Master Product
In constraints to this search indicate Quote Request = current page’s Quote Request. But you have to create a custom state on the page for this and store there current Quote Request.