Slaesforce FAQ

how to remove a field from report type in salesforce

by Laverna Schowalter PhD Published 2 years ago Updated 2 years ago
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On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApi__Event__c field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.

On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApi__Event__c field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.

Full Answer

How do I remove a standard field from a profile?

Inorder to remove the standard field from view, Go to the fields which you want to hide and select there link and select the Set Field-Level Security button and uncheck the Visible checkbox for the profiles you do not want to see those particular fields.

What fields available on Salesforce Knowledge Reports?

Fields Available on Salesforce Knowledge Reports Chat Session Reports Report on Partners Report on Relationship Groups Enable the Account Owner Report Report on File Search Activity Report on Chatter Top 100 Feed Item Views with Interaction Count... Related Articles and Questions Reports Community Case Deflection from Discussions and Articles

How do I add a report to a Salesforce dashboard?

Add a Report to a Dashboard from the Report Work with Salesforce Classic Dashboards Apply a Dashboard Filter Install the CRM Sample Dashboards from AppExchange

How to remove required fields from a page layout?

You can remove them from page layout. Goto page layout of your custom object>drag and remove fields from page layout. You can't remove required fields but you can remove standard fields like owner, created by,last modified by from page layout.

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Can we delete a field used on report salesforce?

From the management settings for the field's object, go to Fields. Click Del next to the name of the field. When prompted, select the Yes, I want to delete the custom field checkbox to confirm, and click Delete.

How do I edit a field in Salesforce report type?

To rename or set which fields are selected by default for users, select one or more fields and click Edit Properties. Click the Checked by Default checkbox next to one or more fields. ) on the field layout of the custom report type. Change the text in the Display As field next to the field you want to rename.

How do I hide a field in a Salesforce report?

Review the field's Field Level Security settings. 2. Note that the field is set to 'Hidden' for some Profiles. 3. Hover over 'Hidden' and either field is hidden because of page layout or field is hidden because of Field Level Security appear.

Can you change a report type in Salesforce?

As these predefined fields need to be maintained across all orgs, you can't edit Salesforce's predefined Report Types. You can, however, create a Custom Report Type where you not only get to define what you want to see object and field-wise, you can edit it any time changes are needed.

How do you delete a field from a report type in Salesforce lightning?

On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApi__Event__c field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.

How do I delete a custom report type?

Delete a custom report type by clicking Del next to the custom report type's name. All the data stored in the custom report type is deleted and can't be restored from the Recycle Bin. Important When you delete a custom report type, any reports based on it are also deleted.

How do you hide fields in a report?

To hide a field in your report, right-click a field and click Hide. The hidden field appears slightly faded in its bucket, as shown in the following image. You can display the field again by right-clicking it and de-selecting the Hide option.

How do I remove a field from a page layout in Salesforce?

Go to Page Layout >> Click Fields >> Uncheck Required Check Box.

How do I hide a field while creating record in Salesforce?

Create two Record Types.(Name it as New, Detail)Create two Page Layout. ... Assign the New Pagelayout as the default on the profile.To bypass the record type select screen ( Your name(in header) - > My Settings - > Display and layout - > Set Default Record Types ) or Give user access to only NewRecord using profile.More items...•

Can we change the report type?

Note You can't change the report type after the report is created.

How do you change the report type in lightning?

Change the principal report type by removing its blocks. If there are multiple blocks based on the principal report type, you must remove them all. Alternatively, in Lightning Experience, change principal report type by reordering blocks.

How do I customize a report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...

Resolve Master-Detail Relationship On Custom Report Types

After you’ve replaced the deprecated field in your custom Reports, you can do the same for your custom Report Types.

Next Steps

Once you have reviewed your custom Report Types and Reports to replace the deprecated field, it’s time to take a look at Reports using Report Types from the Fonteva Reports package. Head to Updating Report Fields: Fonteva Reports to learn how.

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