I have one app where the record is an Account, in which the account has an Sales Rep, which is a "member" data field. So all our Accounts are assigned to our sales reps.
We have a separate app, for individual deals. Each deal is linked to an account using a "relationship" field.
I want to be able to enable the sales reps to sort and filter the deals (in the deals app), based on the accounts they are assigned to... however...
My [partial] solution: Add a "calculation" field to the deals app, and try to pull in the sales rep name from the linked account.
String (@All of Sales Rep)
This reads it through as a string, which doesn't let me use "views" in the deals app, where each Sales Rep can see their deals by status.
So my question is: is there a way to copy over the "member" data field, so that the Sales Rep in the deals app can be used to filter on and create views? (potentially I have to use GlobiFlow or Zapier - we run both)
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