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Including transactions disables report record commands

edited Sep 17, 2017 6:59AM in Reporting & Analytics for B2C Service 3 comments

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Hi Community!

While working on improving the quality of data and reduce the amount of duplicate information in the system I have found that by joining the tasks table with the transactions table and using data from the transactions I lose the functionality of the report records command, meaning that I'm no longer able to double click on a record to open a task/incident etc.

The goal would be to show when a task was assigned to a specific team (if at all) by showing the timestamp of the relevant transaction rather than creating a custom field for the task and the relevant workspace rules and business rules to capture the action and set the due dates.

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