Skip to Content

Designing Reports in C4C

Hello Experts,

I have added 3 Extension fields(Drop down fields) in Account BO having the same values for the drop down.(e.g. all the 3 fields contains D1,D2,D3 values in dropdown).

Is there any way by which I can design a report in C4C such that if I put a selection criteria- e.g. D1 for only one field in report and it will give me all the accounts which are having "D1" value selected in any of the three fields. Is this feasible in C4C?

Waiting for your valuable answers.

Thanks in Advance,

Gayatri

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

1 Answer

  • avatar image
    Former Member
    Nov 02, 2015 at 12:15 PM

    Hi Gayatri,

    Yes it is very much feasible. All you have to do is,

    • Just take an additional D1_Indicator field in Account.xbo
    • And whenever the data for any of the three field is set as "D1", then in Before Save set the D1_Indicator to true else to false.
    • Now create the report and the select the D1_Indicator field too, as created above in Step3 of report creation.
    • And in Step4, select the D1_Indicator field and set the Value Selection column of it to Fixed Value Selection.
    • Then click on the Set Fixed Value Selections button and set the value to "true".
    • Save the report.

    Bingo!!! Hope this suffice your need. 😊

    Best Regards,

    Mimo

    Add comment
    10|10000 characters needed characters exceeded

    • Former Member Suchita Phulkar

      Hi Gayatri,

      It is not possible through Adaptation Mode.

      We can filter value by separate field.

      if the filed has the value then it will come into your report.

      You are talking about to control over all three fields with the value of single field. 

      You can't apply this logic through Adaptation Mode.

      It might be possible through SDK.

      Thanks,

      Manoj Kannaujiya.