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How can I filter an embedded report by a parent's record to show related records ?
Hello guys,
Considering this use case :
I have a custom object linked to the Opportunity object via a lookup.
I want to embed a report on the custom object's page layout, in order for the report to show only records related to the same parent opportunity as the current record.
The "filtered by" option makes me think it is possible, but it just does allow me to filter by the parent object.
I have tested with various report types (with Opportunity as the master object of the report, my custom object,etc). And of course, I have included ID fields in my reports :-).
Does anyone have an idea on how to make it work ? Or is the only solution still to create a visualforce page ?
Considering this use case :
I have a custom object linked to the Opportunity object via a lookup.
I want to embed a report on the custom object's page layout, in order for the report to show only records related to the same parent opportunity as the current record.
The "filtered by" option makes me think it is possible, but it just does allow me to filter by the parent object.
I have tested with various report types (with Opportunity as the master object of the report, my custom object,etc). And of course, I have included ID fields in my reports :-).
Does anyone have an idea on how to make it work ? Or is the only solution still to create a visualforce page ?
Thanks anyway
All Answers
This issue has been addressed in the other community: https://success.salesforce.com/answers?id=90630000000hhJMAAY&feedtype=SINGLE_QUESTION_DETAIL&dc=All&criteria=OPENQUESTIONS&
Regards,
Ashish
Thanks anyway