Limitations of field picker options for typeahead fields when creating reports in standard mode | Community
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BethanyCl1
Level 3
May 3, 2024
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Limitations of field picker options for typeahead fields when creating reports in standard mode

  • May 3, 2024
  • 1 reply
  • 403 views

We have limited options for accessing data points in typeahead custom form fields in standard mode reporting. 

Examples:
On Task report creation with typeahead fields .Task Resource Pool and .TaskResourceManager
Image 1: Filter field picker - We can only use the ID of those records.
Image 2: Column field picker - We can only add the ID and the Name of the Team/User linked record

We would like to be able to use all fields of the linked User / Team object, for Column and as Filter in order to avoid switching to Text Mode.

    1 reply

    SarahWilkersonCA
    SarahWilkersonCA
    Level 7
    August 1, 2024

    In addition, we need to be able to pull custom fields via a typeahead.

     

    Ex: Project ABC has a Typehead field that points to another Project XYZ.

    On Project ABC, I need to pull Project XYZ's name AND a custom field called "Budgeted Allocation Hours"  

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