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Shikha gupta 107 Can we create a report type and add a process instance, process instance node, and custom object?
Can we create a report type and add a process instance, process instance node, and custom object?
As we have one requirement to create a report where we need data from the Approval process along with custom object.
We are able to create a report using process instance and process instance node but not able to add any other columns from custom object.
Kindly suggest any possible actions on the same.
As we have one requirement to create a report where we need data from the Approval process along with custom object.
We are able to create a report using process instance and process instance node but not able to add any other columns from custom object.
Kindly suggest any possible actions on the same.
I dont think you would be able to create or join a parent object with the process instance object in report type. Kindly review below limitation and vote for this feature.
https://ideas.salesforce.com/s/idea/a0B8W00000GdqGOUAZ/ability-to-join-a-parent-object-with-the-process-instance-object-in-report-type
Please mark as Best Answer if above information was helpful.
Thanks,
you may try following steps :
Create a custom report type in Salesforce and include a Process Instance, Process Instance Node, and Custom Object in it. Here's a step-by-step guide on how to create a custom report type that includes these elements:
1. First, ensure you have the appropriate permissions to create a custom report type. You need to have the "Manage Custom Report Types" permission in your profile or permission set.
2. Navigate to Setup in Salesforce. In the Quick Find box, type "Report Types" and select "Report Types" from the results.
3. Click the "New Custom Report Type" button.
4. In the "Primary Object" section, select the custom object you want to use as the primary object for your report type. The primary object is the main object you want to report on.
5. Enter a name and description for the custom report type, then choose a category to store it in.
6. Click "Next."
7. In the "Fields Available for Reports" section, you can add fields from the primary object and its related objects to the report type. To add Process Instance and Process Instance Node fields, you will need to create relationships to these objects.
8. Click "Edit Layout" and then click on "Add fields related via lookup."
9. In the "Lookup Field" dropdown, select the lookup field that links your custom object to the Process Instance object. If such a field does not exist, you may need to create a lookup relationship between the custom object and the Process Instance object in your Salesforce org.
10. After selecting the lookup field, add the desired fields from the Process Instance object to the report type.
11. Repeat steps 8-10 for the Process Instance Node object, creating a relationship between the Process Instance and Process Instance Node objects if necessary.
12. Save the report type.
Now you have a custom report type that includes fields from your custom object, Process Instance, and Process Instance Node. You can use this report type to create reports that display data from these objects.
Keep in mind that the Process Instance and Process Instance Node objects are related to Approval Processes in Salesforce. If you're looking to include information about approval processes in your report, ensure that your custom object has an appropriate relationship with these objects.
Thank you.
Divya Agrawal
@divya Agrawal
the approach you are telling I have already tried but no results.
Also, the Process instance and process instance node are managed packaged objects, so I am not able to access both in the object manager and also not able to add any lookup field on any custom object.