Could you please help me on below.
I have a report type with Opptys and Quotes combination. Under oppty, we have a related list details consider object(A). In Object (A) we got 2 fields (FieldA and FieldB) . I wanted to show these 2 fields to this existing reporty type?
So it will display all the below details.
Fields of Opportunities + fields of Quotes + 2 Fields from Object-A (Related list of Oppty) to choose in this report type.
Please suggest how to achieve this. Thanks in advance!
2 个回答
Currently this isnt possible, as quote sits below opportunity, and im guessing object A sits next to opportunities, you wont be able to create a custom report type for this.
If there are more than one of Object A in relation to an account, you won't be able to create a formula field either.
Record types work in a cascade way, and this is how the data is displayed too, for example
Opportunity
|
Quote
|
Quote line item.
One falls below the other which means that the report can display them. If there was two objects with one object next to it, like your example, the report wouldn't be able to display the information correctly.
To report on this object, you would need a separate report.
Hope this helps,
Cheers,
Cobes.
