I want to create a custom lookup to populate a custom field.
I have created the custom text field, custom report with the data and select link. Also I have the web link to call the custom report.
Now when I click the web link, the custom report is opened in a separate window. but when I click the select link/column from the report nothing happens.
Could someone guide me on what to do on click of the select link. I want the data to be passed to the new custom field and close the second window.
In the report modify the properties of the link. Open Data Format tab in Column Properties, choose for Default Data Format "Custom Text Format" and put following:
Please put < before a tag and > after a tag. I cannot do that because in this case the post would not show properly.
After that change the Column Formula for the link. Put like this: CONCAT(CONCAT(CONCAT(Product."External ID",'§'),Product.Description),'§') where Product."External ID" and Product.Description the fields which value you would pass into CRM fields.
I hope this can help you.
I have the changes as you mentioned
with < & > after and before the a tag
The report formula column has CONCAT(CONCAT(Employee."First Name", ' '), Employee."Last Name"). Still nothing happens when I clcik on the link.
Alo I have the narrative view deifned for the report.
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var theform = window.top.opener.document.getElementById("LeadCreateEditForm");