My question is about filtering parent records on the DLRS. The Relationship Criteria field has a help text saying it the SOQL WHERE clause for the child object. In the summary logs, I get an error for the records types on which I don't have the DLRS Aggregate Result field. How can I use the SOQL WEHRE on the child object to filter for the parent object record types?
Thank you.
5 Antworten
The specific syntax would be (where Parent is the API name of the relationship field)
Parent__r.RecordType.Name = 'Name of RecordType'
If you're filtering multiple values:
- Parent__r.RecordType.Name In('RT Name 1','RT Name 2')
- Or you could do (Parent__r.RecordType.Name = 'RT Name 1' OR Parent__r.RecordType.Name = 'RT Name 2')
