Hi All,
I’m trying to use Model Lookup function and I have some problems. Maybe you’ll be able to help me.
Long story short:
a) I have model called Sales Plan (object is Sales Plan also) which is aggregate and grouped by Year&Quarter field + Account field (normally in this object I have 4 records for each year, so I can go with the basic);
the object Sales Plan is used to store target for every account / quarter of year;
b) I have object model called Contracts (object is Contract also) that is aggregate and grouped by Year&Quarter field + Account field (normally in this object I have hundred records for each year / account).
The goal is to show table that will have data:
Year&Quarter | Account | Target | Completion
whichever way I used I’m having duplicated values. The problem is with 2 groups I’m using in the second model i.e. account and year&quarter.
Example set-up:
1. Model = “Contracts”, aggregated, aggregation “salesresult”, groups “year_quarter”, “account”.
2. Model = “SalesPlans”, basic, field Account__c holding the account. The records in the object already split by year & quarter.
UI-Only field on 2 model with model lookup:
MODEL_LOOKUP(“Contracts”,“salesresult”,“account”,{{{Account__c}}})
it shows duplicated value for agencies.
Question
Model Lookup, Multiple Grouping
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