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Rickheitz Custom Report Types and Object Links
I currently have the need to associate multiple objects and their available fields to a single report type. The problem is that as I associate the subsequent objects in the string, I require that the tertiary object in the series needs to be linked to available fields in the Primary object and not the secondary object.
Example:
Primary Object = Opportunities
Secondary Object = Product Support Services Detail
Tertiary Object = Activities
Product Support Services is an "object within an object" so to speak, in that it is located as an area within the Oppportunity. In this model (the only report hierarchy available within the create custom report types) the system is looking for an association of an activity with the Product Support Services Detail, when in fact there does not exist such a relationship but rather is linked to the Opportunity detail instead. Rather than create a new "object" with the combination of the Opportunity and the Product Support Services Detail, what options exist to allow me to link the activity to both primary and secondary objects?
There is no way around this other than building 2 seperate report types and performing a vlookup within microsoft excel. I believe that there is an idea on the ideas exchange regarding this issue.
Thank you