I need to identify all the custom forms on an object and be able to filter based on all the custom forms (not just the first one listed). There isn't a unique field that would be present on every form so I couldn't use an existing field.
I had an idea to create a calculated field on each custom form that populates a value if the form is on the object. But that means I will have to have on field for each form because there can be multiple forms on an object. I can do it that way but trying to see if anyone has any better ideas or knows a way to filter a report to see if a custom form is on the object. The Category field will not work because the form is not always the first form on the object.
I can pull a report of all Objects and use the field that pulls all category names but we have close to 50k objects and it will take forever to get an export of that report each time it is needed. I have not figured out how to filter on that field - it seems like that field has also been removed from the options when creating a report so I have to use the text mode from an existing report.
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We use a very similar report. Here is the textmode we use for the column that shows all the customer forms related to an object:
displayname=Custom Form linkedname=direct namekey=category.name tile.name=component.objectcategories valuefield=customFormsNames valueformat=HTML viewalias=category.name
We use a prompt to help us look at only those objects with a specific custom form:
Hope this is where you heading.
not sure if I am reading this correctly, because "object" is a bit vague. So to read between the lines, if you look at the filter section of a task report, you'll see two sub sections: Category, and Categories. You would select Category to filter on the first form, and Categories to look for every form.
So filtering Category = XYZ means you're looking for every task where XYZ is the first form.
Filtering Categories = XYZ means you're looking for every task with an XYZ form whether it is the first or not.
We use a very similar report. Here is the textmode we use for the column that shows all the customer forms related to an object:
displayname=Custom Form linkedname=direct namekey=category.name tile.name=component.objectcategories valuefield=customFormsNames valueformat=HTML viewalias=category.name
We use a prompt to help us look at only those objects with a specific custom form:
Hope this is where you heading.
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