Ability to filter/group on connected parent fields

I need to be able to filter grids/reports and group reports on connected fields, as well as connected-connected fields (grandparent data).

While grids can display the connected fields I need, I wish to pre-filter the recordset of a connected table using a parent field.

Because I currently cannot do this, I have a lot of text formula fields in my child table.

Simple example:
Parent record is a new home build: address, floor plan, subdivision, salesperson, buyer.
Child record is modifications to each home: room, description, cost of modification.

Reports/view of modifications need to be grouped/filtered (and costs summed) by subdivision, floor plan, # of modifications per buyer, etc. For instance, a list of all the requested kitchen modifications for a certain floor plan.

1 Like

Hi, Robin!

Thanks for sharing this feature request! Having this ability implemented would definitely help a great majority of our users. This idea has been shared with the Product team, and we will share any updates here as they come!

Have a great week!