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Referencing Custom Forms in a Report

You can reference an object's custom forms in the Views, Filters, and Groupings of a report.

You can reference the content of custom forms to include in a report, or you can reference information about the custom forms themselves to include in a report.

Referencing the Content of Custom Forms

You can reference fields within custom forms. After a custom form is applied to an object, all of the fields associated with that custom form are available to be referenced in a report as any other field on the object would be.

When creating the report, simply use the object type of the form as the field source, and use the name of the custom field as the field name.

For example, suppose that you have a custom form applied to all projects that includes the custom field, Consultant. To create a report that lists all of the projects where Joe Smith is the consultant, use the Project object type as the field source, and use Consultant as the field name. Set the filter qualifier to Equal, then type Joe Smith.

For more information about creating a report, see "Creating a Report."

Referencing Information About the Custom Forms

You can reference information about the custom forms. For example, the name of any custom forms associated with an object, when the custom forms were last updated, and so forth.

​Depending on the element (View, Filter, or Grouping), you can reference either:

  • The primary custom form applied to an object
    This is the form that appears first on the Details page of the object.
  • All custom forms (if more than one custom form is applied to an object)

You can reference custom forms on Views, Filters, and Groupings:

Referencing Custom Forms in a Report View (Column)

To display all custom forms associated with an object: 

  1. Begin creating a report as described in "Creating a Report."

  2. On the Columns tab, expand the object type that the custom form that you want to reference is applied to, then click Category Name.
    For example, to display all custom forms associated with a task, expand the Task field source, then click the Category Name field name. 

To display only the primary custom form associated with the object:

  1. Begin creating a report as described in "Creating a Report."

  2. On the Columns tab, expand the Category field source, then click the Name field name.

Referencing Custom Forms in a Report Filter

To filter on all custom forms associated with the object type:

  1. Begin creating a report as described in "Creating a Report."

  2. On the Filters tab, expand Categories, then click Name.

  3. Select the condition qualifier that you want to use. The following qualifiers are available: Is Blank, Is Not Blank, Contains, Does Not Contain, Equal, Not Equal.
    For more information about each qualifier, see "Filter and Condition Qualifiers."

  4. Begin typing the name of the custom form that you want to filter on, then click the name when it appears in the drop-down list.

  5. (Optional) Click Add another Filter Rule, then repeat Step 2 through Step 4 to create additional filter rules.

  6. Click Save+Close.

To filter only on the primary custom form associated with the object type:

  1. Begin creating a report as described in "Creating a Report."

  2. On the Filters tab, expand the Category field source, then click the Name field name.

  3. Select the condition qualifier that you want to use. The following qualifiers are available: Is Blank, Is Not Blank, Contains, Does Not Contain, Equal, Not Equal.
    For more information about each qualifier, see "Filter and Condition Qualifiers."

  4. Begin typing the name of the custom form that you want to filter on, then click the name when it appears in the drop-down list.

  5. (Optional) Click Add another Filter Rule, then repeat Step 2 through Step 4 to create additional filter rules.

  6. Click Save+Close.

Referencing Custom Forms in a Report Grouping

NOTE: You can group items only by the primary custom form that is associated with the object; you cannot group items by all forms that are associated with the object.

  1. Begin creating a report as described in "Creating a Report."

  2. On the Groupings tab, expand Category, then click Name.