Overview:
A customer creates Marker Fields in Cycle Plan Target object. The value is correctly displaying on the User Interface but when extracting the field's value from a Salesforce.com (SFDC) report, no values are returned.
Root Cause:
There could be two reasons for this problem:
- The Cycle Plan zvod fields are displayed when Save is used but they are not saved in the database until Submit is used. Customers can only report off Marker fields for Submitted Cycle Plans.
- If a customer Data Loads the values, the zvod field is not stamped in submitted Cycle Plans.
Solution:
This is the expected behavior. Cycle Plans need to be submitted through the User Interface.
Related Documentation:
CRM Help Documentation: Customizing Fields for Classic Cycle Plan Targets
Thank you