The Created By (profile link) found in service requests brings back terminated employees and I want to filter these out. I've asked HEAT support the same question but it's got us stumped.
Thinking it was a simple picklist I was going to add a constraint but found it uses a link field instead which connects to frs_compositeContract_Contact and this does not contain a status field like the employee object.
I found a Condition link in the profilelink relationship (ServiceReqAssociatedCustomer) and tried adding an arbitary condition just to see if it had the desired effct of restricting the results - It worked so I set about trying to pull through the status of the employee.
I have tried setting up a new relationship between Employee and ServiceReq joining them with the RecID and ProfileLink_RecID respectively. The idea being that once a relationship existed I could add a new condition to the existing relationship and then pull through the status. Unfortunately this didn't work, presumably because the new relationship is not created until a customer is added.
I then thought I could (somehow) navigate through the relationships and I would eventually get to the Employee object where I would be able to build an expression. I got as far as this and it ended with no link to employee -
Any help appreciated