Skip to content Skip to main navigation Skip to footer

Using custom queries which involve related/unrelated objects and passing variables in where clause

Opero Documents allows you to merge a related lists of records from the base object and you can also specify a filter (filter feature is detailed in this article). That filter can be a formula field that provides a true/false and that formula can provide any criteria you need. You cannot merge a list of records from an unrelated object.

If you have a specific use case, we suggest to create some object that can be your base object. For example it could be called “Report Document” and then you have some logic that relates records of different objects to this record to have the related records you need to merge.