Activity Forums Salesforce® Discussions Can i use my Detail Page Button to link up with a report?

  • Can i use my Detail Page Button to link up with a report?

    Posted by Manpreet on March 30, 2017 at 12:57 pm

    I want to send some value Dynamically to a Report on the basis of which that Report fetches Result?

    Saurabh replied 7 years, 7 months ago 2 Members · 1 Reply
  • 1 Reply
  • Saurabh

    Member
    March 30, 2017 at 1:42 pm

    Hi Manpreet

    Yes you can do this.

    you can proceed in this way:-

    Create the report first, with the filters that you want (I tend to leave the values blank, however you can use a current report and the values you pass dynamically will override the values in the filters of the report)

    :i.e if we wanted a link on a User record that would pull a report for all the contacts owned by a that the the filter would be Contact ID - equals - ""

    Save the report.

    Copy the last part of the URL after the .com, for example from: http://www.salesforce.com/00O200000034zMS just copy the ' /00O200000034zMS ' (including the /)

    Create your or button or link and in the URL description box paste the URL. Now you need to make this dynamic since at the moment this would just pull your report. You need to supply the values for your filters, to do this you use 'pv' followed by a number that correlates to the filter, counting from 0 and then insert the field you want to gain dynamically from the record.

    For example, on the report our filter is 'Contact ID - equals "" so we would write:

    /00O200000034zMS?pv0={User.ID}

    Save and make sure this is on the page layout

    If there are multiple filters, /00O200000034zMS?pv0={FIELD}&pv1={FIELD}&pv2{FIELD}

    if you want more information you can refer to this links: http://www.interactiveties.com/b_dynamic_report_part1.php

    Hope this may help you:

    Thanks

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