We are facing an issue in using global filter for a specific requirement.
Scenario: “Example Industries Ltd” is a parent company for the following child companies:
- “Example ER Ltd”
- “NL Example International Ltd”
- “Raizon sales”
Need to apply a global filter to the dashboard to get data of both parent and child accounts in all the reports of dashboard.
Each Child account has a parent Id where as parent account has null in the parent id field.
Challenge: Cant use Parent id OR parent account name as filter as we cant use OR condition in global filter. Cant use account name as filter since few child accounts doesn’t contain “Example” in the account name.