0

I have a custom field on the OpportunityLineItem and want to show it in a custom report.

Current setup:

  1. Custom Report Type: Invoices with Asset
  2. OpportunityLineItem- child of Opportunity
  3. Invoice - child of Opportunity

So, in theory, I should be able to add the custom field in the custom report type, following the path:

Invoice Fields(Lookup) > Opportunity > OpportunityLineItem > Custom field. 

But after the Opportunity > I don't have the OpportunityLineItem option.

What am I missing here and what relationship should I add in order to get the Custom Field from the OpportunityLineItem?

0

Opportunity does not have a Lookup relationship to Opportunity Line Item. Opportunity Line Item is a child of Opportunity. You cannot descend a master-to-detail object hierarchy using the Add Fields Via Lookup option in a custom report type.

You cannot add this field to your custom report type as described. You would need to consider using a Joined Report or using a Roll-Up Summary Field to surface the information on the Opportunity.

  • Thanks for a quick reply @DavidReed. I will use a Joined Report as the custom field is a text field I need to show on a report. – Nick Mar 19 '18 at 14:03

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.