Insert Field Settings into the Customer Return Report and eSign it in minutes

Aug 6th, 2022
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How to Insert Field Settings into the Customer Return Report

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hi guys this is naresh welcome back to my channel technical talks with naresh so today we are going to cover one topic which is create the report button on any type of an otba report in oracle fusion so how we can create the return button in my last video i had explained you that how to create the master detail drill down report okay so but when we are going on to the detail report there is no chance to come back on the previous master report okay so for that we have to create one button or there so which will give you the chance to come back on the master report also okay so that requirement we are going to achieve in this video so for that i am going to the catalog page of my oracle fusion instance so this is my catalog page of my oracle fusion instance and this is my master report that is an xx customer master report okay and this is my detailed report so we are going to use the same master and the detail report in this video also so im just opening the master report first so im j

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Add a field by using a field template On the Home tab, in the Views group, click View, and then click Datasheet View. On the Fields tab, in the Add Delete group, click More Fields. Select a field in the More Fields list to insert the new column.
Select a field in the Values area for which you want to change the summary function of the PivotTable report. On the Analyze tab, in the Active Field group, click Active Field, and then click Field Settings. The Value Field Settings dialog box is displayed.
Add a field in Layout view On the Design tab, in the Tools group, click Add Existing Fields. The list of available fields is displayed. Drag a field from the Field List onto the report. As you move the field, a highlighted area will indicate where the field will be placed when you release the mouse button.
When you find the field you want to add, do one of the following to add it to the form or report: Double-click the field. Drag the field from the Field List pane to the form or report. Hold the CTRL key and click several fields, and then drag them all to the form or report at the same time.
Navigate to Insert Table or Home Insert Table, then in the Table Type dialog box choose a type for the table. In the Display screen, add the detail fields you want to display in the table. In the Group screen, specify the criteria for grouping data in the table.
Field Settings on Excel Ribbon On the Ribbon, click the PivotTable Analyze tab. At the left end of the Ribbon, in the Active Field group, youll see the name of the active cells pivot field. Below that field name, click the Field Settings button, to open the Field Settings dialog box.
0:52 4:35 How to add fields to custom report types in Salesforce - YouTube YouTube Start of suggested clip End of suggested clip So once youre in the setup menu search report type and were going to search report types. AndMoreSo once youre in the setup menu search report type and were going to search report types. And lets just click continue here. And so heres a list of all our custom report types the one well be
From the Fields Available for Reports section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.

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