Re: Parent Name on Transaction grid

Method_Adam — Thu, 26 Sep 2013 21:51:25 GMT

Hi,

The Entity field in the Transaction table will show the fullname of the Entity. The FullnName is contructed by the ParentFullName and Name field separated by a colon (Parent:Job).

Assuming you're putting this field on the Edit Customer screen, you can set a filter on the grid. Filter the Entity field and select Contains, Value from Screen for FullName. See below:

With this filter, if you go to the grid from the parent, transactions for all jobs will show since you're filtering for anything containing the parent name.

Hope this helps.

- Adam

Parent Name on Transaction grid

thesolarguys — Thu, 26 Sep 2013 18:41:13 GMT

I am trying to create a grid that shows all transactions for a single customer. Every job we do for a customer we create a sub job of the parent. This means we have to select each sub job to view all of a customers invoices. So the only common thing they have is the parent name. I figured a could create a grid using the Transaction table and filter by parent name. I tried linking the "ParentFullName" field to the "Transaction" table through both the "Enitity" table and "Account" table. When I add it and run the grid it fills the colum with "ParentFullName" as a clickable link that doesn't do anything. What am I doing wrong or is there a better way to accomplish this?

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Re: Parent Name on Transaction grid

Parent Name on Transaction grid