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Create a Bucket field for Record Types

Fecha de publicación: Aug 8, 2024
Descripción

By default, there is no functionality available to create a Bucket field for Record Types. The workaround is to create a custom formula field which could then be referenced in a User's report as a Bucket field. Please follow the steps below. Also, if you want this feature added to our future release, vote for Ability to Bucket by Record Type on our Idea Exchange.

Solución

Workaround to create a Bucket field for a Record type

1. Create a custom formula field. See steps below.
2. Go to your report.
3. Add a Bucket Field.

 Note: Bucket Fields are only available in Enterprise, Performance, Unlimited, and Developer Editions.

Create a custom formula field in Classic

  1. Click Setup.
  2.  On the Quick Find box, enter the name of the object 
  3. Click Fields.
  4. In the Account Custom Fields & Relationships, click New.
  5. Select Formula as the Data Type then click Next
  6. Enter the name of the field in the Field Label.
  7. Select Text as the Formula Return Type then click Next.
  8. Click the Advanced Formula tab.
  9. Enter RecordType.Name in the text box then click Next.
  10. Select the profiles to which you want to grant access then click Next.
  11. Select the page layout that should include this field.
  12. Click Save.

 

Create a custom formula field in Lightning 

1. Click the gear icon.
2. Click Object Manager.
3. Click the object where you want to create the field.
4. Click Fields & Relationships.
5. Click New located on the right side.
6. Select Formula as the Data Type then click Next
7. Enter the name of the field in the Field Label.
8. Select Text as the Formula Return Type then click Next.
9. Click the Advanced Formula tab.
10. Enter RecordType.Name in the text box then click Next.
11. Select the profiles for which you want to grant access then click Next.
12. Select the page layout that should include this field.
13. Click Save.

Note: Events and Tasks share the same custom fields under the "Activity" object in Setup. 

 

Número del artículo de conocimiento

000384853

 
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