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NSC | Make Custom Segment Available Under Edit Columns Tab of Report Builder Page

edited Apr 3, 2024 6:05PM in Accounting / ERP

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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