Ever pull up a Salesforce tabular report and wish you could quickly edit records from within the report? Well, here’s a little trick that allows you to do that. This will save mouse clicks and make life easier for Salesforce users.
This trick provides the ability to edit records from within a report without having to get out of the report or regenerate the report. Users are linked to a new browser window/tab with an edit page….while keeping the report open in a separate tab. This trick can be used with any object and only requires the creation of a custom formula field on the object.
Here’s an example using the Opportunity Object:
1. Create a formula field in Opportunity
• Set the Formula Return Type = Text
• Field Label Name = Edit (or Action or whatever you want)
• Formula = HYPERLINK(‘006/e?id=’&Id, ‘Edit’ , ‘_blank’), this formula will open a new tab in the web browser when a user clicks the Edit link in a report.
• Description = “This field will be used to edit records in a report”
• Blank Field Handling = treat blank fields as blanks
• Make the field visible to profiles as required.
• Do not add the field to any existing page layout as this will be used for reporting only.
2. Create (or edit) Opportunity report
- Select Tabular format report
- Drag desired fields into the report and add necessary filters
- Drag the “EDIT” field from field list and place in the left of report.
That’s it! Now you can quickly and easily edit records from within a report.
Note: to have the EDIT field for each object, you need to re-create the formula field for each object.
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