Unable to add Billing Record 'Entered by' field in reports? | Community
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C
CR17506599
Level 4
October 1, 2024
Question

Unable to add Billing Record 'Entered by' field in reports?

  • October 1, 2024
  • 1 reply
  • 856 views

I'm setting up a report of 'Billing records' and am unable to find an 'Entered by' field. Does Workfront just not record which user entered a Billing Record? It's a field on every other object type that I'm aware, so was surprised to not see it in the list of available options.  If it's not something that's available, can we add this as a feature request for the product team?

1 reply

lgaertner
lgaertner
Level 9
October 2, 2024

Hi,

 

I just checked the API-Explorer and you are right, the field is missing. The only user related field is lastUpdatedByID, which stores the user id after creating the billing record. Unfortunately this information will not be valid any more, as soon as another user edits the entry...

 

I would suggest creating a support case or an idea to ask for this field in one of the next API updates.

 

Regards

Lars

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    October 2, 2024

     

    Hi @cr17506599,

     

    Given the missing built in Entered By that @lgaertner confirmed, as a workaround (noting Billing Records now support custom forms), you could attach a custom form upon Billing Record creation with a custom calculated parameter called "Billing Record Entered By" to create your own "write once" proxy (e.g. using ID vs name):

     

    IF(ISBLANK({DE:Billing Record Entered By}),{lastUpdatedBy}.{ID},{DE:Billing Record Entered By})

     

    Regards,

    Doug

     

    C
    CR17506599Author
    Level 4
    October 2, 2024

    Thanks Lars and Doug!

    The custom field is a good idea! We already have a custom form attached to our billing records, so that might do the trick for now.

     

    I did notice today that the name of the person who entered the billing record is recorded in the project's 'Updates' page, so the data exists, they just don't make it accessible via the API for some reason.  

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