Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

If you have set up User Defined Forms for a record type, you can include these form fields in report outputs for that record type. The following reports can display UDF fields:

To include a field in a report, the form will need to be available for the corresponding record type. For example, the Organisations Report can only include fields from UDFs that are available to organisation records.

To set up the form, Edit the UDF and enter a Unique Field Name for each field that you want to include. This name cannot be used in any other user defined form fields. Once you have entered a name, select Done to save the field. Remember to Save the form after you have added all the necessary names to fields.

...