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Angela SchloederAngela Schloeder 

report on custom object field that is in visualforce page

I have a custom object, Task Helper, with two fields, "Next Step" Data Type = Long Text Area and "Related Meeting" Data Type = Lookup(Task Helper). The field "Next Step" has been added to Custom VF page, a Task.
 
My problem is running a report that can pull in Activity fields and the "Next Step" field.
 
I've tried CRT to no avail.
 
Any ideas? I asked Steve Molis and he said I lost him at Visualforce.
GauravGargGauravGarg
Hi Angela,

To run this report you need to pass the record ID as an parameter in URL. Based on the ID value report will be going to fetch the data. 

We can open Custom report (VF page) through multiple ways:
1. Custom Button.
2. Custom link
3. Visual force tab

Hope this will help, let me know if you need more insight on this. 

Thanks,
Gaurav
Email: gauravgarg.nmim@gmail.com
Angela SchloederAngela Schloeder
OK... Anyway you could help by providing an example, as I am not a Developer by any means. Fast learner though.
GauravGargGauravGarg
Hi Angela,

Below are the syntax:
1. Custom Button:
  You need to create custom button of  "On javascript click" 
 window.open('/apex/myAccountCasepage?id={!object.Id}'', '_blank', 'toolbar=0,location=0,menubar=0');
Replace Object.id with the record id. i.e. for case object it will be case.id, for opportunity it will be opportunity.id. 

2. Custom Link:
    The custom link would be display on your detail page, this can be implemented using custom formula field of return type TEXT. The formula would look like:
     HYPERLINK("/apex/YourVFPage?Id="+object.id, "Link Name", "_self ")
3. Visualforce Tab:
Go to setup-->app setup--> create-->tabs
click "New" under visualforce tab and enter details. Here from the visualforce page dropdown/picklist, you can choose the visualforce pages which you have already created. And click next and choose the application in which you want that tab to be included and click save.
 
Hope this helps.  Let me know if you still face issues on this. 

Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com
 
Angela SchloederAngela Schloeder
And this is going to help me create a report with Activity fields and the custom object field?
GauravGargGauravGarg
Hi Angela,

My bad, to create custom sfdc reports for Task object, please follow below steps:
1. Go to setup --> report type. Add recordtype for Activities object.
2. Save report type name and add folder to it. 
3. Save report type by clicking next and save. 

1. Go to report tab.
2. Click on new report and select report type we just had created. 
3. Add fields as per your requirements.
4. Add filters to the report.
5. Run report and save it.

Hope this will solve your problem.

Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com