Does anyone know why the Task/Activity object's Type field doesn't always show up for use in custom reports?
When I create a report against the report type 'Tasks and Events', the Type field isn't available for use.
When I create a report against a custom report type called 'Activities with Leads', the Type field is available for use.
I don't get the reasoning behind why it shows up sometimes and why it doesn't other times?
Any ideas?
Thanks.
Nick
10 risposte
That's ok, Bhavana. I figured out a solution. The problem was that the Type field, although it appears on my activity/task page layout and is being used, does not show up for use when creating a custom report (custom report type = Activities). To get around this, I created a new formula field on the Activity object called "Type_Reporting". I then created a workflow rule that automatically updates this new field with the value from the Type field. I can now report on the Type field value in my custom report type by using this new Type_Reporting formula field. Voila. Still have no clue why the Type field isn't available in this scenario. Oh well. Thanks. Nick
