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NJDeveloper019
Creating view based on related list
I want to create a new view for accounts. There is a related list attached to the account object by way of a lookup field in a "discounts" custom object. My problem is I want to create a new view that will show all accounts thats don't have any discounts. So I need to check whether the discounts related list is empty or not. I do not see how to do this and I'm not sure it's even possible, but this is a very important feature in our system. Can anybody give me some insight into this?
Thanks,
Ralph
werewolf
Have you considered adding a rollup summary field to Account that counts the number of discounts under it? Then you could make your view consider whether that field equals 0.
NJDeveloper019
While I had not considered using a rollup field, I did consider the possibility of having a field that held the count of records in the discounts related list. My problem though is that Account and Discounts are not in a Master/Child relationship and just a standard relationship. Is there a way to build a rollup field on a standard lookup relationship?
werewolf
Only with an Apex trigger. But why not just make them master/detail? It seems like the discount cannot and should not exist without the account...