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Hello!

 

Is there any possible way to access reports via visual workflow?

 

For example, I would like my users to have the ability to change the date range in a report from within a flow, and then run it. 

 

Is this possible in any remote, way, shape, or form?

 

Thanks,

 

John
3 respuestas
  1. 15 ene 2015, 18:20
    Well, not a clean way but a feasible one for sure. The idea is to setup your Field Filters on the Report and leave them EMPTY. Then you can set them via URL Parameters.

     

    The exact same thing is explained here: Dynamic Salesforce Report from Custom Button [ http://www.interactiveties.com/b_dynamic_report_part1.php#.VLgD20eUdO4 ]

     

    The only difference is that, you'll first create a Screen within the Flow, where you'll have a Date Field for Input. Then on the next Screen of the Flow, you could put in a URL hard-coded with the ID of the Report(I mean the Url to the Report) and then set the "pv0" with the Screen Input Field which is none other than your Date Field.

     

    Give that a try and let us know if you're stuck!
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