Automatically Populate New Custom Fields to Custom Report Type Layout - Ideas - Salesforce Trailblazer Community

All Ideas

Idea Details

Post an Idea
This idea has been merged into another idea. To comment or vote on this idea, please visit New Fields - add to Custom Report Types.
0  Points voting closed
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Automatically Populate New Custom Fields to Custom Report Type Layout

Reports & Dashboards

If you add a custom field in an object (standard or custom object), the newly created fields are automatically available in all of your existing reports that use standard report types.  This is not the case for custom report types.

Currently if you add custom fields to an object (standard or custom object) and have custom report types, then you have to go into the custom report type and manually drag and drop the new custom fields over to the page layout so they are available when editing/customizing reports.  If you don't do this then when you try and customize existing reports these fields will not be available.

It would be ideal if this process occurred automatically and was not a manual process.

· Flag

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.