When setting up a report, you can use the columns of the main object, which is specified in the [Report entity] field, the columns of related objects, as well as the columns of objects with feedback.
To set the path to the main object column, you need to:
Click [🔍] in the [Path caption] column.
In the window that opens, in the [Column] field, select the desired column and click the [Select] button.
On the opened column selection page, click on the [+] next to the name of the object.
Select a related object in the field.
Specify the column of the associated object in the ‘Column’ field.
Click the [Select] button.
<aside> 📢 Important: If you do not fill in the ‘Column’ field when specifying the path to the column of the related object, the report will display the record ID of the related object.
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To set the path to the object column with feedback to the main object, you need to:
Click in the column [Path caption]
On the opened column selection page, click on the [+] next to the name of the object.
In the field that appears, select an object with feedback. For example, to get records from the [Activity] object that is connected with the main object by the [Activity] column, you must select ‘Activity (by column Activity)’.
In the [Column] field, specify the column of the object with feedback, for example, [Number].
Click the [Select] button.
After specifying the path to the object column with feedback, the columns [Feedback]= True
and [Lookup entity scheme] = Object title with feedback
will be automatically filled for this record on the [Report columns] detail.
<aside> 📢 Important: If you use a column of an object with feedback in the report, the report for this column will display first any value of the column that corresponds to the given path (operator LIMIT/TOP 1).
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To set up additional filtering for a column of an object with feedback, select the column you want to set up (1) and click the transition button (2).