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Report Chart displays formula text instead of returned value for a Service Record: Program Management Module(PMM)

Julkaisupäivä: Nov 5, 2024
Kuvaus

In Program Management Module(PMM), we do have a field named Service on the Service Session Object. This field is a formula field with value as shown below and when we try and use this field in a Report and add a chart to it it isn't supported due to a limitation as per Reports and Dashboards Limits, Limitations, and Allocations where it states "HTML code isn’t supported in report charts." 

HYPERLINK('/'+ServiceSchedule__r.Service__c, ServiceSchedule__r.Service__r.Name, '_self')

Steps to Reproduce: 
Login to your PMM org
Go to Reports
Create a new Report on Service Sessions
In the report add the field 'Service' to Group Rows so that a chart can be added. The two fields in use are 'Service' under Group Rows and 'Service Session: Service Session Name' under columns which should be there by default.
Now, add a chart to the report and the issue should be visible on the chart and save it.

Actual Results: You'll notice '<a href>' or '_HL_ENCODED_' as part of the grouped values.
Expected Results: You should not see any HTML Tags.

Ratkaisu

This is a Known Issue and there is also an idea for a feature request. 

Link to Known Issue(W-5605695): https://trailblazer.salesforce.com/issues_view?id=a1p3A00000031tmQAA
Vote in IdeaExchange - https://ideas.salesforce.com/s/idea/a0B8W00000GdnGgUAJ/report-chart-or-exported-report-displays-formula-hyperlink-text

However, there is a temporary workaround which may be helpful.

Steps:
Login to your PMM org
Create a new text formula field on the Service Session Object
Go to Setup > Object Manager > Service Sessions > Fields & Relationships > Click New 
Now choose formula and click Next
Give it any name under Field Label and Choose Text as the Formula Return Type and click Next
Click on advanced formula and choose the Service Schedule > Service field or just add the below in the text box

pmdm__ServiceSchedule__r.pmdm__Service__r.Name

Check Syntax, Next and Save
Now try and create a new report or update your existing report with this new field under Group Rows and save
You'll no longer see the HTML code but the only issue is that you won't be able to access the record from the report as the hyperlink to the record would be missing.

Knowledge-artikkelin numero

000394024

 
Ladataan
Salesforce Help | Article