Currently the Created By field on reports/searches is not available. As a workaround a custom field can be created for this. To create the custom field, perform the following steps:
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Provide a Label (e.g. Originating Created By)
3. Set Type to List/Record.
4. Set List/Record to Employee.
5. Check Store Value.
6. In the Applies To tab, check Sale and Opportunity.
7. In the Display tab, set the following:
- Subtab : Main
- Display Type : Normal
8. In the Validation & Defaulting tab, set Dynamic Default to Current User.
9. Click Save.
The field only works on new transaction. In order to populate the value of the custom field on past transactions, a mass update needs to be performed. To perform the mass update, follow the steps below:
1. Navigate to Lists > Mass Update > Mass Updates.
2. Expand General Updates.
3. Select the transaction type (e.g. Opportunity).
4. Provide Title of Action.
5. In the Criteria tab, add the following filters:
Filter | Description |
System Notes: Type | is Create |
System Notes: Set By | Select Name of User (e.g. Mine) |
6. In the Results tab, add the following fields:
- System Notes: Set by
- Custom Field created
7. In the Mass Update Fields tab, check Apply for the custom field.
8. Set Value of the custom field to the user selected in the Criteria tab.
9. Click Preview.
10. Review result. If satisfied, click Perform Update.
11. Repeat the process for each User (Set by).
Note: There are several enhancements asking for different aspects of this but they are all still in the queue for review. For reference they are: Enhancements 139985, 146210, and 175223
This custom transaction field can also be used to all other Transaction Types. Just check all the other Transaction Type Checbox under: Applies To Tab.
Users can also change the Display Type from Normal to Inline Text to avoid the possibility of it being changed unintentionally.
No comments:
Post a Comment