Export or view multiple reference

Mark HHP

Hey guys,

I have two BOs: AgencyClient and Client. An AgencyClient can have multiple Clients attached to it. If I export the AgencyClient it exports the seperate reference csv but its only IDs. I need a way to export/view all of the AgencyClients and all of their subsequent Clients.

Anyone know of a good way to achieve this? Or am I exporting wrong?

Mark HHP

I thought of doing it in reverse, finding all Client where the Client.AgencyClient was defined. This works, to an extent...it pulls up the list of Clients which is great, but it won't pull up the AgencyClient name. It doesn't show up as a visible attribute. What the flip.

tford

but it won't pull up the AgencyClient name.

you can simply shortcut any AgencyClient attributes that you'd like to see in the Client. They will then also be available for export.

Mark HHP

....

Yes, of course. Thanks, Tom