Filter Records Based on Related Object's Hierarchy in Workspace and Redwood List Pages

You can filter out records based on a related object's hierarchy in Workspace and Redwood list pages. For example, you can look at a list of all opportunities belonging to an Account and all the accounts in its hierarchy.

Users can get a better filtered view of related objects based on Account or Resource Hierarchy in Workspace and Redwood list pages.

Steps to Enable

For Account Hierarchy:

  1. Login with user with Application Implementation Consultant role and go to the Configure Adaptive Search setup task. 
  2. Click on the Setup tab and select the Account Hierarchy under Account object.
  3. Make sure AccountHierarchySummary is Enabled and also Included in Object Reference. 
  4. Expand Account Hierarchy sub-object, and make sure that the field Account Name(ListofAncestorIds) is marked to be Included in Object Reference.  
  5. Save and do a Publish. 
  6. Once the publish is completed, click on the Configure UI tab and Under Account > Account Hierarchy, ensure that Display in UI is Enabled. 
  7. Now you can go to the Opportunity List page and filter records using new Account Hierarchy field (Account: Account Hierarchy: Account Name) to get a list of all the opportunities for a specific Account and its hierarchy. 

For Resource or Territory Hierarchy: 

  1. Click on the Configure UI tab and then select the object on which you want to add this filter e.g. Account or Contact. 
  2. For the Resource Hierarchy, enable the "Owner or Hierarchy Of" field under the given object.
  3. For the Territory Hierarchy, enable the "Territory or Hierarchy Of" field under the given object. 
  4. Now, you can filter records using the Owner or Hierarchy Of field to get a list of all the opportunities for a specific Owner and its hierarchy or filter using Territory or Hierarchy Of to get a list of all the opportunities for a specific Territory and its hierarchy.