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Dastan
Lead Owner Custom Fields not available in Custom Report Types
I am trying to create a custom report type for leads. I need to add some custom user fields in the report type, for filtering options.
The issue is, when I click on "add fields related via lookup" and select "Lead Owner", it gives me an option to select only a few Standard User fields. Lead owner custom fields are not available as an option to be added in the report type.
Can someone help me. It is quite urgent. Is there something I am missing.
Hi Dastan,
please read this thread for information about your issue, I believe it is related:
http://success.salesforce.com/ideaview?id=08730000000BrqaAAC
In the comments, you find also an example trigger on how to achieve this (look for Eric L).
Also for a more comprehensive explanation in the same thread, someone posted:
http://theenforcer.net/2010/06/making-owner-available-in-formulas/
All Answers
Hi Dastan,
please read this thread for information about your issue, I believe it is related:
http://success.salesforce.com/ideaview?id=08730000000BrqaAAC
In the comments, you find also an example trigger on how to achieve this (look for Eric L).
Also for a more comprehensive explanation in the same thread, someone posted:
http://theenforcer.net/2010/06/making-owner-available-in-formulas/
I thought of such a workaroud, but it sounded like too much of unnecessary effort. Just wanted to make sure if its actually not possible the standard way.
Thanks for the help.