Filter out associated company (not a list a view)

[JGray30]

I have a company view that i need to filter out all those records that do not have an associated company.   This is not a list, it is a view.

[karstenkoehler · Accepted solution]

Hi @JGray30,

You would have to create an assisting list to accomplish, this is not possible directly. If you want to have a view of companies which are not associated to companies, you would do the following:

1. Create a company list that filters for companies associated to companies (e.g. filter for "Create date is known" of associated company)
2. Create a company view that filters for companies who are not a member of this list

Best regards

[BBaber · Accepted solution]

Hi @JGray30 👋

If you meant companies that don't have an associated contact, then you can do the following:

1. Advanced Filters
2. Number of associated contacts is equal to 0

If you indeed meant companies, the best way rather than a list is to make a new company property named "Number of associated companies"

1. Field type: Rollup
2. Rollup type: Count
3. Number format: formatted number
4. Choose the associated record type: Company
5. Choose association labels: All association labels (or if you are looking for specific associations you can specify them here. Just change the name of the property for clarity "Number of associated x companies" 
6. Choose the associated record property: Record ID
   
   Hope this helps 😀
   
   
   

[JGray30]

Hi

Hope this makes more sense.  I need to look at all the companies of which there are a fair few thousands that are not linked to any of our Dealerships..  For each Company (not the contact of the company) we associate a Dealership to them.  So I would like to identify those that do not have a Dealership (column Company End Customer) where it is blank

[karstenkoehler · Accepted solution]

@JGray30 my previous reply still applies here: you would first have to create a list of companies which are associated to dealers – once you have that, you can filter for companies not on that list.

That first list would have to be created in the list tool. Create a company list, add a filter, change the 'Filtering on' from 'Company (Current Object)' to 'Company', then select something like 'Record ID is known'. Save / confirm, then change the association label in the filter to 'Dealerships'. Let me know if you run into any issues.

[BBaber · Accepted solution]

Hi @JGray30 👋

If you meant companies that don't have an associated contact, then you can do the following:

1. Advanced Filters
2. Number of associated contacts is equal to 0

If you indeed meant companies, the best way rather than a list is to make a new company property named "Number of associated companies"

1. Field type: Rollup
2. Rollup type: Count
3. Number format: formatted number
4. Choose the associated record type: Company
5. Choose association labels: All association labels (or if you are looking for specific associations you can specify them here. Just change the name of the property for clarity "Number of associated x companies" 
6. Choose the associated record property: Record ID
   
   Hope this helps 😀
   
   
   

[karstenkoehler · Accepted solution]

Hi @JGray30,

You would have to create an assisting list to accomplish, this is not possible directly. If you want to have a view of companies which are not associated to companies, you would do the following:

1. Create a company list that filters for companies associated to companies (e.g. filter for "Create date is known" of associated company)
2. Create a company view that filters for companies who are not a member of this list

Best regards