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Reports and formulas?
Hello Everyone,
I created a formula on the opportunity object so that I could use it in a report; however, the only way that the new formula field is visible in a report is if I make it visible on the page layout (form not report)! This is totally off the charts for me since I am more familiar with MS Access reports. MS Acces reports tie directly to a table or query and never to a form. For one I do not want the formula field visible on the page layout and two I cannot seem to hide it.
In addition, in the Enterprise version there are multiple layout capabilities so will this mean that I will have to make a formula field visible on all layouts just to get it to show on a report?
Why would SF create such a strange way of using formulas to reports or am I missing something as usual? :)
Thanks
while creating n new field on any object it is asked for making this field visible in profiles. if user did not made this field visible in any profile then user will not be able to include this field into report. If field is visible in atleast one profile then no need to include the field in pagelayout. it will be visible in reports.
Hi Tom,
If you create your custom field and view it in setup you should see a 'set field-level security' button. Choose this and check all profiles that should see the field.
Should be all you have to do.
R.