Expand my Community achievements bar.

Reporting issues with tasks that have multiple custom forms

Avatar

Level 3
I'm noticing that task data will not show on a report (that meet filtering criteria and should display) if the task has multiple custom forms, and the custom form with the fields I need is not the first in order. Can anyone provide more information on this? I realize I can just move that particular custom form to the top of the list, but this just seems like a Band-Aid fix. Thanks in advance.
Topics

Topics help categorize Community content and increase your ability to discover relevant content.

3 Replies

Avatar

Level 3
I have witnessed this behavior as well, and also don't have a better solution than relocating the custom form to be the first one.

Avatar

Level 2
Linden, When you're viewing the list of available filters, there's a section called Categories. If you choose Categories >> ID, you can select a form and it will filter by the form whether primary or secondary. Cheers! Heather

Avatar

Level 3
Fantastic news, Heather! This filter option is going to save me a lot of time and effort :) Thanks kindly, Linden