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Hi guys!
We are using an out of the box hierarchical relationship between Accounts and Orders, to show Orders that are related to child Accounts (e.g. a "Master Account" has multiple child Accounts, and these child Accounts have Orders; we are showing these bottom-level Orders on Master Accounts).
We succeeded in supporting this functionality in two ways already:
1. Out of the box "Associated Records" view with "Include related" set to "on"
2. A custom view with a plugin activated on Retrieve Multiple that is programmatically filled with appropriate records
With both of these methods we succeeded in showing the appropriate records in the subgrid, but we are getting no data in the chart. Screenshots of the charts and subgrids are provided.
We need help in determining what is the cause of this issue and how can we manage to support this functionality?
Just trying for test purpose!
To all interested parties,
we got on a call with MS support regarding these issues. The conclusions are:
1. The ootb charts do not work with the "Include Related" logic (obviously)
2. Apparently the charting engine somehow bypasses the registered plugins (at least the custom ones). As far as we could see, a request was sent to some "old" SOAP endpoint
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WarrenBelz
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mmbr1606
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Super User 2025 Season 1
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Michael E. Gernaey
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Super User 2025 Season 1
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