Filter on Associations
SOLVEI have created a custom Association adding a Parent Marketing Agency to a Company.
I want to be able to filter a view to show all the Companies that are associated to the Parent Agency. How is this done please?
1 Accepted solution
Filter on Associations
SOLVEHi @huntg,
This would be most easily achieved through a company-based list: https://knowledge.hubspot.com/lists/create-active-or-static-lists
Add a list filter and use this dropdown to select your custom object:
You can now specify which filter criteria the associated custom object record must meet for the company to show up in the list. If you want to see all companies that are associated to any custom object record, simply filter for "Record ID is known", for example.
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Filter on Associations
SOLVEFilter on Associations
SOLVEHi @huntg,
This would be most easily achieved through a company-based list: https://knowledge.hubspot.com/lists/create-active-or-static-lists
Add a list filter and use this dropdown to select your custom object:
You can now specify which filter criteria the associated custom object record must meet for the company to show up in the list. If you want to see all companies that are associated to any custom object record, simply filter for "Record ID is known", for example.
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
