Hi,
Below is a screenshot of OOB report - Case Summary Table.
The dropdown First Horizontal Group shows the fields to select from case entity.
We want to add a custom field to this dropdown.
Is there a way to customize the .rdl of the report?
Thanks
Where are you getting this error?
Did you have the SSDT installed on the DEV machine where ypu have installed the Visual Studio and want to edit this report?
Thanks for the reply.
I tried the above steps, get the following error:
Invalid Operation: Trying to update an attribute in Live, which is not allowed.
Here is the complete error message:
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Unhandled exception:
Exception type: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]
Message: Invalid Operation: Trying to update an attribute in Live, which is not allowedDetail:
715bb837-2f13-4ed2-940d-f7fba908908d
-2147220970
ApiExceptionSourceKey
Plugin/Microsoft.Crm.ObjectModel.ReportService
ApiOriginalExceptionKey
Microsoft.Crm.CrmException: Invalid Operation: Trying to update an attribute in Live, which is not allowed ---> Microsoft.Crm.CrmException: Invalid Operation: Trying to update an attribute in Live, which is not allowed
at Microsoft.Crm.ObjectModel.ReportServiceInternal`1.UpdateInternal(Report entity, Report origReport, ExecutionContext context)
--- End of inner exception stack trace ---
at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)
at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context)
at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass6_0.b__0()
ApiStepKey
64cdbb1b-ea3e-db11-86a7-000a3a5473e8
ApiDepthKey
1
ApiActivityIdKey
06007602-83b1-4780-b64b-0ad8e50a2140
ApiPluginSolutionNameKey
System
ApiStepSolutionNameKey
System
ApiExceptionCategory
SystemFailure
ApiExceptionMesageName
UnExpected
ApiExceptionHttpStatusCode
400
http://go.microsoft.com/fwlink/?LinkID=398563&error=Microsoft.Crm.CrmException:80040216&client=platform
Invalid Operation: Trying to update an attribute in Live, which is not allowed
2021-03-05T12:00:42.9324902Z
false
Hello,
You can select the report > edit and in more actions, "Download Report" button as a rdl file, and change it in the visual studio.
Once done, you can reupload it as an existing file.
Note: take a backup of the existing report in case you need to do a rollback.
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