Report on activities linked to custom object
Hi,
Is there a way show on a report each activity linked to a custom object record? e.g.
Custom Object name 1 , Activity 1 subject
Custom Object name 1 , Activity 2 subject
Custom Object name 1 , Activity 3 subject
When i use the Custom Object 1 reporting area i add the custom object "name" feild to my report then add "Activity Subject". Each custom object record can have many activity records, however when I run my report it says "No Results" despite there being data set up?
I tried a similar report but instead of showing activities i tried accounts, of which there are a number linked to a single custom object record. When i ran the report it showed a single row for each custom object record, almost as though it was a one to one realtionship between custom object and account, rather than a one to many?
Any thoughts on what might be going wrong? or how i can report on activities per custom object record?
Thanks
Using CO and account subject area, it should be possible to show M:M associations between CO and Account.
But for CO and activity, reporting on M:1 association alone is possible using CO subject areas.
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We're scratching our heads on this one, and maybe someone can point us in the right direction.
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Leads and its associations with Custom Objects 4-15
I have been trying to create a Real time report with Lead associating with Custom Objects 3 and 5. But the report does not show up any data. I know that we cannot associate Custom objects 1,2 and 3 with Lead. I wanted to know if we can associate Lead with Custom Objects 4-15 or not ?
Yes. You have to define them in CO5 Layout.
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Question for making Report of Custom Object(01)
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1. We want to manage Comment that are made by Manager after closing Sales Activity
2. But, we can't manage Comment history in Calendar(Activity) Details because it is remained Last Comment in Details
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How to link custom object 05 to accounts
Hi,
I used custom object 05 to create the "Forecast" object. In order to create the desired reports I need to link the cusom object to Accounts. I already found out that there is Read-Only Picklist available that searches in the Accounts and I use that I get the desired result. But unfortunatly, the users have manually select an account everytime they enter a forecast. Is there was to automaticcaly fill in this field to create the relationship between account and forecast? I tried entering a default value in the "Account" filed but it seems to be an standard field and the option is greyed out.
The forecast is created under opportunity, so I can get the "Opportunity: Account" field filled in automaticcaly but that does not result in a relationship between account and the forecast.
Any advice?
Kind Regards
p.s. I included a screenshot they might clarify my problem a little bit more: http://i.imgur.com/Drh7P.jpg
Edited by: HelpNeeded on 21-Jun-2011 03:02Hi,
JoinfieldValue will not work for Custom Object 4-15. You will have to use web services to achieve your requirement.
Thanks & Regards
Sablok -
Action Link to link Custom Object 3 to Task
Hello,
Im creating a weblink on the task screen that runs a report on Custom Object 3 wtihin a new windows for the user to select the option on the report that the user would like to add. How can i create a action link that when selected will pass the selection on the report back to the activity screen?
Or can i create a weblink on the account record that will run a report then on the results depending on the row create a task linking Custom Object three and Accounts Automatically
Any suggestions would be approcaitedThanks Shilei,
There is what i have been able to create so far:
https://secure-ausomxXXX.crmondemand.com/OnDemand/user/ApptNew?OMCR0=AXXX-90ZIJC&OMTGT=ApptEditForm&OMTHD=ActivityNewNav&OMCBO=OnDemand+Custom+Object+3&OMRET0=CustomObj3Detail%3fCustObj3DetailForm.Id%3dAXXX-90ZIJC%26ocTitle%3dASAHI+BOM%26OMTGT%3dCustObj3DetailForm%26OMTHD%3dCustomObject3DetailNav%26ocEdit%3dY%26OCTYPE%3d%26ocTitleField%3dName&OCNOEDITTYPE=Y&OCTYPE=
But how do i also link this to an account and default the Subject? -
Hi Experts,
I am trying to create a report on Custom Object4 and Custom Object5 (CO5 is a child object of CO4).The report is getting generated perfectly . Now my aim is to pass the report in a web applet under Custom Object4 so that report gets filtered accordingly. I have added the report in web applet but the problem that i m facing is that the same report gets generated Under all the records of CO4 even if it has got or not any child items in CO5.
Any help is welcomed
Thanks and Regards
SablokHi Sablok,
Mere prompting is insuffucient. Presently you would be using the link https://secure-ausomxapa.crmondemand.com/OnDemand/user/analytics/saw.dll?Go&Path=%2fusers%2fcrmit-demo%23crmit%2fPaulSwarnapandian%2fCo2+Applet&Options=rfd&Action=Prompt+ in the report.
However you need to use the link https://secure-ausomxapa.crmondemand.com/OnDemand/user/analytics/saw.dll?Go&Path=%2fusers%2fcrmit-demo%23crmit%2fPaulSwarnapandian%2fCo2+Applet&Options=rfd&Action=navigate&p0=1&p1=eq&p2=CustomObject4.ROW_ID&p3=%%%Id%%%+ in the web applet.
Following is the explanation
Action=Prompt should become Action=Navigate; the reason is navigation is used when we use the report in the detail page.
&p0=1; p0 refers to the number of filters used. We are using only one filter "RowId is prompted" and hence it is one.
&p1=eq; this refers to equal
&p2=CustomObject4.ROW_ID ; this refers to the Report field that is being prompted; in your case it is the Custom Object 4's RowId
&p3=%%%Id%%%; this also refers to the row id that is to be passed like XXXX-AAAAA. This will pass dynamically for each and every CO4.
My email id is [email protected] and contact number is 8197839902. Please mail/call me in case of any issue.
Regards
Paul
Edited by: Paul-CRMIT on May 16, 2011 2:12 AM
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