Hello SF experts,
Can you please help me or guide me to the right direction. Basically, I wanted to show if my Agreements' (custom object) Owner or Requestor is still active. I thought I should join Agreements and User report types. I am successful in the actual joining but not in creating relationship between them. I don't see my Owner or Requestor or User in the common fields. I tried dragging "agreement owner" field to "Drop a field here to group accross report blocks." section, but looks like it's not allowed or possible.
Requestor field is a [lookup(user)] data type, Owner is [Lookup(User,Queue)].
Can you help me with my join, or can I even join them or not at all?
Thank you all so much in advance if you take time reading this post. I have the attachment here as well, but if you may have other questions, please feel free to let me know, too.
Thanks again,
Juhn
답변 9개
Hi Juhn,
Can you please try the below? It should help.
Find the Custom Report Type for this Report and then you can Go to the Edit Layout Section. There you can see something as Add Fields by look Up.
There you will see something like this.
There you can add the "Isactive" or some other Fields if required.
Please let me know if you face any challenges.
Regards,
Amit.
