I need to access fields on an object that has a master-detail relationship with Account and a LookUp relationship with Opportunity. In addition, the record I want to access is the one related to the Opportunity.
My Doc Package starts at Account. It has a Relationship to Opportunity via AccountId (Related List). Because I only want certain opps this Relationship has a filter on Stage.
This works fine.
Now, I need to access a Course record that is related to the specific Opp. (An Account may have several Opps with Stage = Write Contract. Each Opp will have its own related Course) So I created this Relationship:
I can't figure out how to tag fields from this Course object.
If I use these tags, nothing populates in my document:
If I use these tags, I get fields from only 1 Course (the tag does not identify the Course related to the Opp)