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bfeather19 create selection screen
Hello all very new at this so doing alot of frustrating guessing and checking...
I am looking for the best way to use saleforce to create a selection screen for an external report.
I need the user to supply a few fields report type sales rep name and press submit. at that time the formula fields will populate and the results of those formula fields needs to be compiled into a url:
by supplying the user lookup name the formula knows the office location of the user which then builds the url for them to go to:
http://intranet/{useroffice}
What you want to do is complicated. Is the person receiving the report a non-Salesforce user? You will need to build a Sites page to display the results, and you need to write a VisualForce page/controller for the selection screen. You're better off using the built-in reports and dashboards feature, teaching the users how to use filters, and they can send the reports/dashboards to the recipients.