Add "Related Companies" to Filter options
Justin Sterling
Member Posts: 11 VERIFIED MEMBER
Using a filter for Organizations, I would like to add "Related Companies" to the filter so I could then export that in a report.
According to PD, it's not currently possible to directly filter related organizations in the list view or add them to a filter for export.
The AI Bot suggested : "using an API endpoint to retrieve relationships for specific organizations programmatically. This might be a more efficient solution if you're comfortable with API usage."
I have no idea how to do as they have suggested. Any insight on their work around or other ideas for a workaround are much appreciated.
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