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

Publiceringsdatum: Oct 13, 2022
Beskrivning

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. 
Lösning
 
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. 
Knowledge-artikelnummer

000386024

 
Laddar
Salesforce Help | Article