Relationship scenario

[Ashif Malayil]

I have three entities: Data Name, Programme, and Existing Loan.

• Programme has a many-to-one relationship with Data Name.
• Data Name has a one-to-many relationship with Existing Loan.

Objective

I need to write a formula in Programme to fetch a specific value (e.g., outstandingAmount) from Existing Loan.

For example:

formula:
account.existingLoan.outstandingAmount

However, I want to ensure that only the Existing Loan records associated with the corresponding Data Name are considered.

Question

1. Can I achieve this using the existing relationships, or do I need to create a direct one-to-many relationship between Programme and Existing Loan?
2. If a direct relationship is necessary, how can I filter only the Existing Loan records related to the same Data Name as the Programme?