Unable To Set a Record Type in Salesforce Object in Salesforce Community
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January 21, 2019Problem Description in reporting in salesforce
Salesforce doesn’t allow users to create a report based on an individual multi-picklist field or group the reports based on an individual multi-picklist.
Challenges to User/Developer :
A workaround for this is to create a custom object which holds the multi-picklist values of the object you are trying to build a report on.
Solution :
Challenges on Multi Select While Reporting in Salesforce
Approach:
Create a custom object which has a master-detail relationship with your reportable object. Create two fields. One which holds the multi-picklists and the other which holds individual values.
Technical Solution :
If it is necessary to build reports based on multi-picklists, then follow the below steps as a workaround for the limitation.
Let us consider Account as the object which has multi picklist fields.
- Create a custom object which has a master-detail relationship with the Account.
- Create 2 fields in the custom object.
- Type (Picklist) – It holds all the multi-picklist fields of Account.
- Value (Text) – It holds a single value of the picklist field.
- Created an apex class that fills in the “value” field. (This apex class creates a new record of the custom object for each multi-picklist field value you have selected in your original object).
- Now create a report for the custom field you have created.
- If a report has to be created on one particular multi-picklist field you can filter the report by using the type field in the custom field you created
Advantage :
Scalable, Doesn’t impact the performance, easy to implement, easy to migrate
Issues :
None
Conclusion :
Using this approach, reports can be created on multi-picklist values.