0

I want to build a 'Tasks and Events' Report. So I created a New report

Standard field 'Type' which is a Picklist is not available to be selected when creating a report.

What I tried so far

Setup > Report Type > Add the field in PageLayout of the Report However, the field Type is not in the grid 'Fields Available for Reports'

Could someone suggest a workaround?

1 Answer 1

-1

If you can see the field in the custom report type layout but the user can't see it when creating/editing a report, you might want to check the Field-Level Security for that user and field

If the users are external, you'll need to check the public FLS settings: https://help.salesforce.com/articleView?id=networks_reporting_tasks_events.htm&type=5

3
  • I think you misunderstood my question. My question is not about who sees what and permission to the field. My question is asking if there is a workaround to make a standard field 'Type' on Task available for reporting. Aug 31, 2020 at 16:18
  • 1
    Sorry, I completely misunderstood you :) you can't add the Type field to custom report types, can only access the Type field on the standard report types per activity-enabled object (e.g. Tasks with Opportunities) and the Activity Type field on the standard Tasks and Events report type. As a workaround, you can create a custom text or picklist field and set up workflow to copy the standard Type field value into the new custom field
    – Instread
    Aug 31, 2020 at 17:57
  • Thanks @Instread. Thats what i ended up doing Sep 1, 2020 at 19:57

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .