Forum Post: Attach Button get Related records by filtering

  • Thread starter Thread starter IramK
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IramK

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Hello, I have three objects (Account, Apps, Opps) with the following relationships: 1) Account - Apps (1:M) 2) Account - Opps (1:M) 3) Apps - Opps (M:M) When I create an Opps record I have to specify an Account (required).On the view page of the Opps record, I have the option of attaching a Apps record to it. I would like to filter this Apps record attach option to show only the records that are linked to that Account. So basically: Attach Apps : Apps attached to the Account that for that Opps record. How can I achieve this? By default the Attach Apps button shows all the available Apps. Is there a way I could filter it to show only the Apps related to that Account for that Opps record?

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