Correct, Bk statement is a child of account
Yes, Both bk_statements and bk_statements_AGG Models are based on SF custom object Bank_statement
I tried the following:
From Bk_Statements model & bk_statements_AGG, in fields, went to Account relationship , but the Account UI field (Named UniqueBankName) not showing up in that list
Then tried Via UI Formula Field On Both Models ( Bk_Statements model & bk_statements_AGG) with “insert field” function
Then tried via Model Lookup function in UI field on both models (this part, I’m not sure i got syntax or proper lookup values correctly
MODEL_LOOKUP(“ModelName”,“FieldNametoBeReturned”,“FieldNameToMATCHinCurrentModel”,{{MatchingValueFromCurrentModel}})
MODEL_LOOKUP(“Account”,“UniqueBankName”,“FieldNameToMATCHinCurrentModel”,{{MatchingValueFromCurrentModel}})
Not sure what these 2 parameters should be replaced with: “FieldNameToMATCHinCurrentModel”,{{MatchingValueFromCurrentModel}}). I tried a result field in AGG and tried a bunch of other things, but no idea lol
The reason I assumed you had to do the snippet on the account model, is that that’s the only thing that group those records together.
But technically the place where I need the distinct names, is the Bk Agg model ( i do not need it on account)
Hope it’s clearer and i apologize for my confusing posts lol