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Saved Search with 2 related tables

edited Jun 2, 2025 2:27PM in Ask A Guru 7 comments

I am trying to figure how to search and show fields from 2 (or 3) related Types. In particular:

My client wants to find all 'Work order Issues' records that come in after 'Work order Completion' is created for that Work order.

I have been using the 'created from' (createdfrom) field to compare to a parent. But here I have 2 sibling types that I need to compare.

I would like to show in a single line the Document Ids of the Work order, Work order Issue and Work order Completion with created date for each.

But I am having trouble equating the Criteria and also getting to fields of each of the type of records.

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