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Record Rules: How to retrieve the list of Customers/Partners associated with the Projects the user is either following or is a team member of?

By
Gerry
on 10/7/14, 11:38 PM 952 views

I know how to retrieve Customers that are followed by the user, however, that is not what I am looking for:  The Record Rule I am looking for is different as in my case users are not necessarely followers of the Customer/Partner. Project users are typically followers and/or members of the Project they are assigned to. Therefore, the Record Rule should list the Customers/Partners associated with Projects the user is either following or is a team member of.

I am looking for the exact syntax for that Record Rule.  Thanks in advance for your input.

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Asked: 10/7/14, 11:38 PM
Seen: 952 times
Last updated: 3/16/15, 8:10 AM