Idea Details

Hello Ankita - I have a client that was very excited to see this functionaity in beta so we tested it out right away.

In a sandbox it worked as expected, but we found that this functionality does not migrate to other orgs when we go through our usual realase cycle. We did enable the feature in both the source and the recipient orgs, but a newly created custom field only "shows up" as available in reports if the field is manually created in the same org.

This negates the value of the feature for us since we always move changes from dev sandboxes, through a full copy sandbox, and then to Production.

Can this feature be updated to respect new custom fields as they're migrated? We'd like to raise our hands to test this if it can be made available.

Thank you  - Leslie
 

I'm very excited about this feature and it has been great to date.  I did have an odd thing happen, yesterday when migrating a new custom field from my sandbox.  The custom field is on a child object but it was added on the report type as a field on the parent.  I tried to correct it on my custom report type but can't do it.

Not enough, we need a way to make a report type that always includes all fields of an object.  

Since this functionality is in Beta in Winter'21 release, we are now looking to hear any feedback in order to take this GA. Please reach out to me via a message or post here and we can follow up with you. To learn more, please see: https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_rd_auto_add_custom_fields.htm.

Hello, I m new so I would like to be sure that I understand correctly; we CANNOT add a new field in the report?

Ability to auto add fields to all relevant custom report types when a new field is added on a particular object. This functionality is in pilot in the Winter '21 release. To learn more, please see: https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_rd_auto_add_custom_fields.htm.

You prioritized it and now we’re building it! Thank you, Trailblazers, for helping us shape our product roadmap.
Inspired by this idea, we’re working on the following feature: Auto add fields to report types, which is targeted for Beta in Winter'21 release (safe harbor) and GA in Summer '21 (safe harbor). We will be interested in hearing customer feedback once this is in Beta.

Learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://sfdc.co/IDXrGroup.

I do hope this will be implemented in such a way that it will NOT automatically add it, but ASKs where it will need to be added.

 

Within one org one might work with multiple divisions, each of which has differnt reporting requirements, not to speak about regional differences and business requirements, custom report types are finetuned to show only the fields needed for a certain scenario.

When business requests new fields, part of the request will be to list which CRT's the fields need to be added to.


Please either make this a simple switch, or even better extend CRT funcionality, to have more parameters, to organise them in libraries/folders/groups, and have us choose for which groups we want this updated.

A feature which will helps to determine, in which report type a field is used (or not), would also be a great extra.

Finally!!!! 

🥳🥳🥳

Yeh, it would also have made sense 12 YEARS AGO when it was proposed.  WHY do things so simple like this take forever?

Fantastic!! This is going to make life so much easier! 

Yes! this would be so helpfull and save time savier! It would also prevents errors when sending report types through sandboxes with change sets!

Going back and adding the fields to the report type is fine... 

The issue I still see as impacting most of us is those fields are not available in any report that was built with that report type before the fields were added. Is that a part of the fix you are trying to prioritize? 

Example - Client Success wants a new field of Risk on all their reports for commissions based on a custom object. I can add it to the report type built to support that object BUT all the reports they've been using will need to be built from scratch again because the field isn't available to pull into the already built reports. 

For Lightning:

Go to the Setup -> Report Types. Select the Report Type which is missing these fields. Click on Edit Layout at the bottom of the page. On the right-hand side of the page, you will see View. Select the object that has the missing fields. Any field that is missing from the existing Report Type will show up in a greenish color.  You can pull these into the report.

So how do I add the fields to the report type. I have several fields that do not show up in the report so that they can be added.