Timeline for Custom summary formula in report using related user field
Current License: CC BY-SA 3.0
7 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Aug 7, 2016 at 4:47 | vote | accept | Matt | ||
| Aug 7, 2016 at 0:03 | answer | added | cropredy | timeline score: 1 | |
| Aug 6, 2016 at 17:19 | comment | added | Matt | @cropredy that did it -- not sure how I overlooked that initially. Thanks! | |
| Aug 6, 2016 at 0:21 | comment | added | cropredy | Choose Custom Report Type with base object = Opportunity, then Edit Layout - then add fields via Lookup (in right hand side of screen) | |
| Aug 6, 2016 at 0:08 | comment | added | Matt | @cropredy I tried that and didn't see User as a related object I could bring in for the report type. Am I missing something? | |
| Aug 5, 2016 at 22:25 | comment | added | cropredy | I think you will need a Custom Report Type (base object = Opportunity) that exposes the User fields for your custom lookup field. | |
| Aug 5, 2016 at 20:21 | history | asked | Matt | CC BY-SA 3.0 |