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Hi All,
I am facing a challenge which I need to complete successfully.
Requirement:
1) I have a custom entity name New_ActivityTrail. The records in this table are stored based on triggers which gets fired whenvever a new Acitivtiy get created/ an existing activity's owner gets changed.
2) Since activities can be related to different entities, such as Projects, Contacts, Lead, Quote, Order, et al. using the RegardingObjectId, I also need a functionality in the report which is whenever the report is opened from Project then only those activities realted to that Project should be shown in the Report. If it is opened from Lead then it should show only activities related to that Lead. and so on.
3) I have created the triggers and its storing the records well in the table new_activitytrail.
Now since I am new at reports I need help in learning and understanding how to pass the parameters of the opened activity ( see point# 2)
Since the data will be storing the reference of other entites, I need to fetch the user-friendly value by joinig to that table.
Please provide me any help possible in terms of links/samples anything.
Thank you very much in Advanced. Please write back if you need more understanding on this
Utsav Acharya.
utsav.acharya@ennovatetech.com (Quick contact )
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Hi Utsav,
All the information you'll need for custom reporting can be found in the SDK documentation here: http://msdn.microsoft.com/en-us/library/bb955093.aspx
With regard to retrieval of the friendly names from linked entities, you won't need to worry about that if you stick to using the Filtered Views. This will also give you the added benefit of carrying forward user security as it resides with your configured Security Roles on the Entities/Areas.
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