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Teresa Hsu (Rubrik) asked in #Reports & Dashboards
Sep 18, 2019, 11:24 PM

custom report using Activities, but missing fields

We use Type field in the Events object to report on certain type of meetings. However, when I build custom report using Leads with Activities, I can't locate "Type" field anywhere when I tried to edit the field layout. I believe "Type" is a standard SFDC field not custom. So, I don't understand why I can't find the field in the field layout? Any thoughts? Thanks!
3 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Sep 19, 2019, 12:47 AM
    On my org I created a custom Text field that is updated by a Workflow with  an Immediate Action (Field Update) that uses this Formula to insert the value from the standard Task/Event Type field into the text field

     

     

    TEXT( Type )

     

     
  2. Teresa Hsu (Rubrik)
    Sep 18, 2019, 11:39 PM
    I need to pull in more data using lookup, that's why I have to build custom report.
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