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Ensure you're not currently editing any tables or screens. Once that's confirmed you should regenerate the tables associated with your report. To regenerate a table go to Customize > Tables/Fields > click on the table name, e.g. Activity, then click Finished Editing Fields. Rinse and repeat for the other tables, if ...
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Woohooo, that's awesome! Glad to have helped Let us know if you require further assistance.
- Ashur
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http://www.flickr.com/photos/46155768@N00/9034690009/
for some reason cant get picture to show on here so click above link
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Hooray!!!! It worked! Thank you so much!
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Moving this to the API forum.
- Ashur
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Hi gbisaga,
Using MethodAPIFieldList or MethodAPIFieldListV2 will tell you the related tables for a field (if any). For example when I query for information from the estimate table...the information I recieve(note I'm only showing the part for the field customer) is
<Record> ...
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This message is basically saying that the filter criteria in the Generate Report action needs to be filled out correctly.
Can you provide a screenshot of the Generate Report action properties, it's the screen that posted in one of my responses above. You can use a free picture upload website such as imgur.com, or just search for another site ...
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What table is the Referral Source Entity field attached to? That's the table that would also need to be regenerated.
Did this help solve the problem for you? If not, then please follow my second suggestion and let me know what happens.
- Ashur
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ok I created my report but now when I try and filter using the comments field in activity I get the following error.
Error^Action Sequence Order:1^ERROR:You have specified that a filter should be applied to your report, however no filter criteria was sent. For security purposes, this report cannot be shown.
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I don't have a Referral Source entity table... Referral Source Entity is a dropdown in my Customer and Entity tables, and is not marked as unique in either of them.
Do I need to create one? It did not appear to be necessary for this to work in the Edit Lead screen.
I regenerated the Entity and Customer tables.
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