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I'm using Idea Themes internally and have some custom fields on the Idea Theme layout. I can't seem to report on any of this, I can't even create a custom report type for it. Any ideas how to report on Idea Themes?
1 respuesta
  1. 28 sept 2013, 17:30
    I have an idea, but it's more of a workaround solution... You can trigger WF rules from Idea Themes.

     

    So there will have to be one WF Rule for each idea theme, because it's not available in the Field update or anything.

     

    Create the WF Rule - Probably any time it's created or edited and the Idea: Idea Theme equals [Your Theme Name]

     

    Then, have a custom text field on Idea to store the Theme Name

     

    Do a Field update Action on the WF rule

     

    Update the Custom field

     

    Set the Value to '[Your Theme Name]'

     

    If you have a lot of Themes, I know this would be a pain to manage, but I tried a bunch of different things, like Formula fields, CRTs, etc... and this is the only workaround I found and t will work.

     

    You can then create Idea Reports and summarize/sort/group/etc by the new custom Theme Name field.

     

    To update everything, I think you can run an export of all ideas, which should include IdeaThemeID -> Then in Excel, map or VLOOKUP the IdeaThemeID's to Theme Names and then run a Data Loader Update to update this new custom field with all Theme Names, so you can have reporting now.

     

    Hope this helps!!!
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