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Rahul S.ax961Rahul S.ax961 

Custom reports

Hi all,

 

I'm building a custom report for the first time, had stuck in some place.

 

Scenario is:

I have a custom object named 'Liscence' with field Name and Status (Picklist),

and there are multiple lookup fields to itself (Liscence1, Liscence2, Liscence3).

 

I'm able to show Name And Status of particular record along with lookup field names (Liscence1, Liscence2, Liscence3),

but also want to show Status fields of Lookup fields (Liscence1, Liscence2, Liscence3), 


Is there any way to do that??


Best Answer chosen by Admin (Salesforce Developers) 
Rahul S.ax961Rahul S.ax961

Finally i got  the solution,

I would like to share it with others, we have two options:

1) Either use a page, render it as a pdf/excel

2) i liked this one the most. Here insteat a page, use Component and Show the component in Template.

        we can use this template to notify the reciepent with workflow.

        Also 1 more thing we can also Schedule this report and overide the standard report functionality to some extent.

 

Thanks,

Rahul

 

All Answers

Rahul S.ax961Rahul S.ax961

is this possible to do with standard report??

Rahul S.ax961Rahul S.ax961

Finally i got  the solution,

I would like to share it with others, we have two options:

1) Either use a page, render it as a pdf/excel

2) i liked this one the most. Here insteat a page, use Component and Show the component in Template.

        we can use this template to notify the reciepent with workflow.

        Also 1 more thing we can also Schedule this report and overide the standard report functionality to some extent.

 

Thanks,

Rahul

 

This was selected as the best answer