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In Pilot/Beta

Peta Savidge

New Fields - add to Custom Report Types

Operational Reporting

Love Custom Reports! Managing them would be far easier if there was the ability to choose whether a new field (being created) should be added to any/all Custom Report types where the object the field is being created in, exists.

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Latest Comment from Salesforce

Ankita Dutta - 7 months ago

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.

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Comments ( 214 )

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Victor Lockwood - 8 days ago

Looks Summer 21 release notes say this should be GA soon: https://help.salesforce.com/articleView?id=release-notes.rn_rd_reports_auto_add_custom_fields.htm&type=5&release=232
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Jimmy Perez - 14 days ago

Chosing the report type is the better idea. In a shared org like ours, adding them to all report types adds them to report types that don't need or want them in there. Not to mention you have to push the report types to prod as well.

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Terry Harris - 2 months ago

I agree with Leslie Gestautas and Eric van Horssen. Report Types are the foundation of reporting and we need to be able to manage them through deployment cycles and I have found myself skimping on creatting report types in dev because I wind up having to re-create them in production anyway. And as Eric says, it would be good if new fields were treated similarly on Report Types as they are on Page Layouts; as a step in creating the field, you select which report types they are added to.

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Jeroen Naafs - 2 months ago

Hi Ankita,
I have a question about this feature. Will fields that are deployed to sandbox or production org be added to report types on the destination org (similar to Leslies question/ remark below)?

Kind regards,
Jeroen

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Leslie Gestautas - 6 months ago

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

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Julie Steinloski - 6 months ago

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.

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Alex Packard - 7 months ago

Not enough, we need a way to make a report type that always includes all fields of an object.
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Ankita Dutta - 7 months ago

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Christel Bordoni - 7 months ago

Hello, I m new so I would like to be sure that I understand correctly; we CANNOT add a new field in the report?
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Ankita Dutta - 8 months ago

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.

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Ankita Dutta - 10 months ago

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.

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Eric van Horssen - 11 months ago

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.

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Enrique Muñoz - 11 months ago

Finally!!!!
🥳🥳🥳
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Phil Kramer - 11 months ago

Yeh, it would also have made sense 12 YEARS AGO when it was proposed. WHY do things so simple like this take forever?
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Josh Robertson - 11 months ago

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