I have a Account Relationship entity with two lookup fields called Recipient Account and Guide Account. I would like to be able to go on an Account and see all records where the Account Relationship's Recipient Account and Guide Account are set to the account I'm viewing.
In CRM, I can definitely create a view to fetch all account relationships on the Account Relationship entity and then inside the Account entity's form I can include the view with the data source set to Related Records Only and the entity set to Account Relationship (Recipient Account). But I can't do both in a single view.
Through what mechanism can I have it all be in one view? One thing I was considering was creating separate grids, one for Recipient Account and another for Guide Account. But I want to know if there is a mechanism where I can combine all records that have "Recipient Account = Current Account or Guide Account = Current Account" that is basically the query I want to run.
You could use connections. It's pretty flexible and will fulfill your needs as long they stay simple. That's the only viable option I see aside from using two views.