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HTML Report is Not Visible When the CRM Object Record Type Field is Defined

  • Updated

Overview:

An end-user is not able to view an HTML report in the Offline platform when the Object Record Type (Account record type) field is defined.

Root Cause:

The Object_RecordType_Id_vod__c is populated with the 15-digit Salesforce Id, instead of the 18-digit Record Type Id. 

Solution:

Do the following:
  1. Populate the Object_RecordType_Id_vod__c field with the SFDC 18-character Record Type Id based on the selected record type in the Object_RecordType_vod__c picklist.
  2. Ensure the user has Field Level Security (FLS) to the Object_RecordType_Id_vod__c and Object_RecordType_vod__c fields in the HTML_Report_vod__c object.

Related Documentation:

CRM Help Documentation: MyInsights Overview

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