We discussed this one offline - but for the reference of anyone else curious how to get this working;
This is happening because the account is Multi-Tenancy, and th
e report generation actions aren't accommodating for that. Multi Tenancy only logically separates data by using a 'Tenant ID ' field on every record, All the data for is ultimately still in the same database.
So when you create an action
(in this s cena rio, the ) , and the action is retrieving the 'First' result , its going to grab the preference setting for that record with TenantId '1' (which is the Parent account)
The Fix for this is fairly straightforward - and there a few ways to approach it
y - Nesting the generate report action within a Conditional Statement (ie - IF Tenant ID = 1 (Parent Tenant) Then Generate Report
ThCRM_PreferencesReports - and is based off the PreferencesMethod Table. On this Table - there are fields appropriately named things like DefaultTemplatePurchaseOrder.
e screen is called
Basically you will need to
- Add fields to the PreferencesMethod Table - These Fields will be Fields (Linked specifically to ReportMethod.ReportName)
- Add these fields to the
- on the