Loading

Record Type Field Not Visible for External Users When Running a Report

Date de publication: Oct 13, 2022
Description

When running a report based on a Custom Report Type as an external user, the Record Type field is unavailable. The field is not visible as a column, and is not used for filtering the report. 
Résolution
 
To be able to allow external users to run a report based on a Custom Report Type with the Record Type field used as a filter criteria you need to:
 
1. Create a Custom Text Field -  This is to capture the value of the Record type field of a record.
2. Create a Workflow Field Update - To populate the custom text field once a record is edited and or created.
 
Note: Since workflow rules will only fire every time a record is edited or created, once the new rule has been activated, a mass update will need to be triggered all existing records. 
 
For more information on how to accomplish this task, please see our related help documentation:
Create a Workflow Rule

NOTE: The Record Type Field is available to external users on Standard Report Types. It is not available to external users in cross filters regardless of report type. 
Numéro d’article de la base de connaissances

000386024

 
Chargement
Salesforce Help | Article