Hi all,

I'm strugling with the report creator and can't access a specific field. I curently building an opportunity report, but can't display the NAME field of an ESTIMATE.

I'm reaching Data Row:Opportunity:Estimates

At that point, since it's not a calculation I assume it's not important if I select any of the choices (Average, Maximum, Minimum or Sum)

After that I'm lost. The field that looks the most promissing is ESTIMATE ID, but all that pops up in my report is a number and not the text I'm looking for.

Any help would be greatly appreciated.

SC

Hi Sylvain -- I've moved your topic to the Building Reports and Print Layouts area.

Scott

I think you mean the Opportunity name. If so, it's 'name'.

So the path is data row -> opportunity -> name

Thanks for the reply.

No, the opportunity name I can get. What I'm looking for is the product name within the estimate tab inside Opportunities.

Crossing my fingers...

Sylvain

Then what you are looking for is 'lineItems'

In lineItem, you also have 'name'.

lineItems is a to-many, so you will need a nested table to get that information.

The keypath on the nested table should be:
data row -> opportunity -> lineItems

Then for the lineItem name (in the nested table), you the path would be:
data row -> lineItem -> name

Hope that helps.

Wow...

After screwing up my reports like 4 times (thanks fot the lack of undo and save as...) I'm about to give up.

If i understand I need to include a table within another table? I've tried but somehow, even if I do the keypath thing for line items, I can't get to anything when double clicking on the field...

Your report features a super powerfull, but I'm stating to believe I'll need to get R&D in this...

Thanks

You are correct - it is hard. The engine is a double-edge sword. It's powerful and allows you to do almost anything - but it is complex. We are working on making some things easier.

To create/add a nested table, you convert one of your cells in the main table to a box. Then drop/add a table in that box.