We have the following two custom entities:
- "Alias" - Contains names, aliases, by which an account is also known (e.g., DBA, legal name, brand, branch for which a separate account is not needed, etc). The relationship is Account 1:N Alias.
- "Contract" - A non-service contract. Can include more than one account and, if applicable, can specify specific aliases for the included accounts (e.g., a specific brand belonging to an account). The relationship is Contract N:N Account.
Contract and Alias also have the relationship Contract N:N Alias.
When a contract is created, we specify the accounts it covers through a data set on the contract form. The view used for the data set lists all active accounts in the system for the user to select from and this is what we want.
Through another data set on the same contract form, we want to specify the aliases for the accounts we selected above. However, instead of listing every alias for every account, we want to only list the aliases (if any) belonging the accounts selected above.
We can do the former easily because of the relationship between Contract and Alias, but haven't been able to figure out how to do the latter. Is it possible to create a view for one entity (Alias) that is filtered based on the Account records associated with a specific Contract?









