InsurancePolicy cannot be chosen as a secondary object to Opportunity when creating a CRT
Last updated 2021-05-26 ·Reference W-8825153 ·Reported By 1 users
Policy Object cannot be chosen as a secondary object to Opportunity when creating a CRT as no child relationship is defined in the crt.xml without creating a custom lookup.
1) Create a new Custom Report Type
2) Choose Opportunity as the Primary Object
3) No ability to choose Policy as a Secondary Object even though there is a Standard Lookup field on the Object to Opportunity
Create a custom lookup field on the Policy object to Opportunity
Reported By (1)
Is it Fixed?
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