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The administrator at Clod Kicks updated the custom object Event to include a lookup field to the
primary contact for the event. When running an event report, They want to reference fields from the
associated contact record.
What should the administrator do to pull contact fields into the Custom report?
41 comments · newest first
LA
Latrice
11 months ago
Totally agree with B, it's the simplest solution!
HA
Haley
11 months ago
A is not the best option here, just saying.
DE
Desmond
12 months ago
Wait, can you really pull contact fields like that? Sounds tricky!
NE
Nettie
12 months ago
I think C could work too, but it seems more complicated.
AD
Adolph
1 year ago
B is the way to go! Just edit the report type.
MA
Margot
1 year ago
I feel like using formula fields could work, but it seems more complicated than just adjusting the report type.
AL
Alva
1 year ago
I’m a bit confused about whether to create a new report type or just edit the existing one.
HE
Herminia
1 year ago
I think option B sounds familiar; it might be what we practiced in class for pulling related fields.
ST
Stefania
1 year ago
I remember something about editing report types, but I'm not sure if that's the best option here.
LE
Leah
1 year ago
I'm a bit confused on the best approach. Should I be creating a new report type, or can I just edit the existing one? I want to make sure I fully understand the process before selecting an answer.
AR
Arlen
1 year ago
Okay, I've got this. The key is that we have a lookup field from Event to Contact, so we need to edit the report type to access those related fields. Option B is definitely the way to go here.
GA
Garry
1 year ago
Hmm, I'm a little unsure about this one. I know we can use formula fields to pull in related data, but that doesn't seem quite right for this scenario. I'll have to think through the options carefully.
MA
Matt
1 year ago
This looks straightforward - I think the answer is B. Editing the custom report type to add the lookup fields should let me pull in the contact data.
EM
Emmanuel
1 year ago
Definitely going with External ID on this one. That's the field most commonly used for integrating data between systems, right? I feel pretty confident about that.
RE
Rebbecca
1 year ago
I've done this before, so I've got a good strategy. I'll select the operating system user and the Oracle Inventory group.
AL
Alyce
1 year ago
I'm pretty confident that option C is the way to handle this. Giving the "project owner" role to crm-databases-proj and the "bigquery.dataViewer" role to web-applications seems like the Google-recommended practice they're looking for.
JA
Jamie
1 year ago
The requirement to store and retrieve data atomically is an important consideration. I'm leaning towards Datastore since it supports entity groups, which could help ensure the atomicity of the individual sensor signals.
JA
Jaime
2 years ago
Wait, is this question asking how to make our events more 'clod'-like? Because I've got some ideas...
SH
Shaun
1 year ago
A) Configure formula fields on event to populate contact information
AB
Abel
1 year ago
C) Create a new report type with event as the primary object and Contact as a related object.
GL
Glory
1 year ago
B) Edit the custom Event report type and add fields related via lookup.
RI
Rikki
2 years ago
A) formula fields? That's way too much effort for something that can be done more efficiently with the report configuration.
KE
Kerry
1 year ago
A) formula fields? That's way too much effort for something that can be done more efficiently with the report configuration.
TI
Tijuana
1 year ago
C) Create a new report type with event as the primary object and Contact as a related object.
NA
Nada
1 year ago
B) Edit the custom Event report type and add fields related via lookup.
SO
Sommer
2 years ago
D) using a dashboard with filters could work, but feels like a workaround. Why not just edit the report type directly?
EL
Eladia
1 year ago
A) Configure formula fields on event to populate contact information
AN
Anabel
1 year ago
D) using a dashboard with filters could work, but feels like a workaround. Why not just edit the report type directly?
KI
Kiera
1 year ago
C) Create a new report type with event as the primary object and Contact as a related object.
HA
Harris
2 years ago
B) Edit the custom Event report type and add fields related via lookup.
ME
Meaghan
2 years ago
C) is the way to go. Creating a new report type with the relationship between Event and Contact will give you full access to all the fields you need.
GL
Glory
1 year ago
C) Create a new report type with event as the primary object and Contact as a related object.
EU
Eura
2 years ago
B) Edit the custom Event report type and add fields related via lookup.
YU
Yuonne
2 years ago
B) seems like the simplest solution to pull in those contact fields. I don't want to get too fancy with formulas or new report types.
LA
Lashaunda
1 year ago
User 4: Yeah, keeping it simple with option B) is the way to go.
DA
Dalene
1 year ago
User 3: I agree, no need to overcomplicate things with formulas or new report types.
LI
Lisbeth
1 year ago
User 2: That sounds like the easiest way to get the contact fields into the report.
MU
Murray
2 years ago
User 1: I think B) Edit the custom Event report type and add fields related via lookup.
RO
Rosalia
2 years ago
I'm not sure, but creating a new report type with event as the primary object and Contact as a related object could also work.
NA
Nada
2 years ago
I agree with Kenia. Editing the custom Event report type seems like the best option to pull contact fields into the report.
KE
Kenia
2 years ago
I think the administrator should edit the custom Event report type and add fields related via lookup.