1 Reply Latest reply: Jul 14, 2011 12:41 AM by 763243 RSS

    Reports: Getting all prompts at the same time


      We are developing an Answers report with multiple prompts.

      The prompts are coming one after the other. We need to get all the prompts at the same time, at one go.

      Can somebody help me with this requirement please ?

        • 1. Re: Reports: Getting all prompts at the same time

          This is a limitation in the Reporting Prompts. To overcome this limitation CRMOD has Dashboards provided.

          Please do the following steps:

          Create the report
          Create a Dashboard Prompt
          Go to Manage Dashboard and then pull up the Prompt and the filter.
          Kindly note all the filters you of the prompt should also be applied to the report.

          You need to select the field and then apply the filter "Is Prompted" in the field.

          If you need assistance on creating Dashboard prompt mail me at pswarnapandian@serenecorp.com.