Hi!
I'm putting together a list and output that show the Plan and Step history of our current Board members. It's been pretty straightforward but I'm stuck on pulling Steps on which they are an Associate.
These Plans and Steps are for other constituents, but you can see them on the Associate's record. They're green, to indicate they "live" somewhere else. I've tried using some of the Advanced relationship Options in my list, but I didn't get anywhere and I think I could end up a bit confused looking in the output.
So I have Board members who are associates on some Steps which are in Plans on someone elses' record, and I would like those steps to be included in an output set of my Board members.
Thanks!