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MattWindsor
Level 3
April 25, 2025
Solved

Report on Home Team for Deactivated Accounts

  • April 25, 2025
  • 1 reply
  • 770 views

Hi Community,

I needed to group a report chart by "Home Team Name" and found a previous page to help me do that by creating the value on custom form and using that to group on. That's great and works BUT.....

For deactivated accounts, the value is blank ("No Value"), but the data is still needed on the report.

Does anyone know how to include the Home Team from deactivated accounts please?

Thanks

Matt

Best answer by skyehansen

It might be better then to have the (or "a") Home Team calculation on the request form then, that captures the Home Team in that moment? (i.e. if the request Home Team field is blank, capture the Home Team of the user who requested it, and lock it in. Thereafter it stays unchanged no matter where the user goes)

1 reply

skyehansen
Community Advisor
skyehansenCommunity Advisor
April 25, 2025

Can you give some more clarity into what you are doing (or have done) here, for example, what type of report is it, what type of custom form, and what was the value? I personally put a custom form on the users with a calculated field for the home team and it's definitely giving a value so I'm not able to replicate your issue here.

M
MattWindsorAuthor
Level 3
April 25, 2025

Hi Skye,

Yes that's my process too and it works where the users still have an active account, but the value is blank if they've been deactivated.

To give some background, the user raises the request through a request queue. I have created various issue reports filtering to the project queue, which show in a dashboard . One report identifies the Teams raising the requests, which is the users Home team.
I've create the custom form, added the calculated field, appended to the users and grouped the report on that field.

This works, but for people now deactivated, they show as "No Value" on the chart, but they still have the Home Team in their profile.

Sorry, I've just realised that I only added the custom form to Active users and not the deactivated ones 😮

Silly mistake. My only though now is...as it's a calculated field, if they move home teams, it will point to the new team instead of the teams raising the request at the time.

So the calculated value is good for now, but doesn't make it 100% accurate, but I can live with that as it only looks at the last years.

Thanks for responding and sorry about the waffle.

Matt

 

 

 

 

 

    skyehansen
    Community Advisor
    skyehansenCommunity AdvisorAccepted solution
    April 25, 2025

    It might be better then to have the (or "a") Home Team calculation on the request form then, that captures the Home Team in that moment? (i.e. if the request Home Team field is blank, capture the Home Team of the user who requested it, and lock it in. Thereafter it stays unchanged no matter where the user goes)

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