I have a fairly simple report with columns such as Opportunity Name, Pipeline Stage, Probability etc. All standard stuff. I need, however, to display in one column, the name of the contact linked to the Opportunity with the defined role of "Event Manager". I don't know enough about f-script (despite trying but I'm not a programmer) to achieve this and I can't figure out how to filter the information any other way. I've spent two days on this so the forum is my last resort!

Hope somebody can help.

Hi Nick-

You need to have a table in the report that returns Role objects as it's datasource, the role objects being filtered by the current opportunity name and the role name (Event Manager). (Even though in your case, there is probably only one Event Manager, in Daylite's world, you could have multiple Event Managers for the same opportunity.

From there, the role object allows you to display the role's linked contact info.

Hope that helps. Feel free to drop a line if you need more help.
-E

Thanks very much Eric!

I'll give it a go and post my progress.

Nick

Hi Eric.

I'm partially successful. I can't get the role filter to work as I'm not sure how to do this. The option to filter data in the nested roles table is not available - it just comes up blank. I've tried messing around with f-script but I'm not really sure what I'm doing there.

Nick

Hi Nick-

Yes, I think you will need a script to pull this data, sorry if I hadn't made that clear.

I'll IM you shortly-