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NSC | Make Custom Segment Available Under Edit Columns Tab of Report Builder Page
When a Custom Role customizes the Custom Report, there are Custom Fields that are missing under Edit Columns tab of the Report Builder page.
Solution:
1. Navigate to Customization > Lists, Records, & Fields > Custom Segments
2. Edit Custom Segment
3. Go to Permission tab:
4. Set the following fields:
- DEFAULT RECORD ACCESS LEVEL = Edit
- DEFAULT SEARCH/REPORTING ACCESS LEVEL = Edit
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Clarisa De Torres | Ask a Guru
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