How to Equal Parent Opportunity to Relation Field

[Nishan Perera]

Hi,

Is there way to equal in the meeting parent type to relation field ???

Example:

I have a relation opportunity one to many. But with the relation, particular data from the opportunity doesn't come, Like opp name, opp id.

is it possible to fetch the data with parent type with equal relationship ? or is there any other way ??

Hope this can be done and appreciate your support on this.

[Maximus]

Hello,
I'm not sure if I got it. Do you try to do something like this?

ifThen(
    parentType == 'Opportunity',
    opportunityId = parentId;
    opportunityName = parentName
)

OR:

ifThen(
    opportunityId,
    parentType = 'Opportunity';
    parentId = opportunityId;
    parentName = opportunityName
)

[Nishan Perera]

Thank you max. It worked but the thing is in opportunity There is a Field in Currency type As "currentMonthlyPotentialRevenue" but as per to the attached screenshot there is only showing "currentMonthlyPotentialRevenueCurrency" .

Could you please help me on this ??

[Nishan Perera]

can anyone help me on this ?????

[Maximus]

I have found out that fields like amount are not supported for Report to fetch them via relation.
You can try to use the next workaround. Create in the Opportunity entity a new one field of the varchar or int type. After, use Formula to define the currentMonthlyPotentialRevenue value for this field. Chose this field as a column in the report.

[Nishan Perera]

is it a system glitch or correct way that amount are not supported for Report to fetch them via relation.?

[Maximus]

Correct way.

[Nishan Perera]

Thank you for the information MAX