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Replace Required Fields from the Customer Service Report

Replace Required Fields from the Customer Service Report and eSign it in minutes

Aug 6th, 2022

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How to Replace Required Fields from the Customer Service Report

4.8 out of 5

37 votes

this video is just a short extract from the entire course if you wish to see all of the videos from this series at higher quality and in far larger screen size head over to ifskills.com inevitably there will be times when you need to remove a field from a report either because it has now become superfluous or it was placed there by accident so if i no longer want the town city field on my report i can select that field within the detail section and press delete on the keyboard and the field will disappear you have to be very careful that you select the field within the detail section and not the label in the page header for example if i were to select the surname label only in the page header and press delete only the label goes the data is still there luckily there is an undo feature in crystal reports should i wish to bring that heading back

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I remove a field from a report type layout in Salesforce?

Double-click the field on the layout, then choose a field name in the Specify Field dialog box. Click the field on the layout, then press Backspace or Delete. Removing a field this way does not delete the field or its data from the database.

How do you write a customer service report?

When writing a customer service report, it is important to include all pertinent information about the interaction. This includes the date, time, name of customer service representative, and any other relevant details. It is also important to be clear and concise in your writing.

How do I change a field report in Salesforce?

Reporting on Field Changes using Salesforce Reports For Salesforce standard objects and some Kimble objects you can report on the field changes using Salesforce reports. To do this, in Setup Object Manager, open the Details page for the data object, click Allow Reports and save.

How do I add columns to reference field in ServiceNow?

On the list, that was opened by clicking on the reference field (loop icon), right-click at the table (list) header and choose Configure- list layout. There you can add new columns.

How do I add fields to a report in Servicenow?

For adding more fields on the report you can go to choose columns and add the required fields that you wanna show in the list view. Mark this as Helpful/Correct, if Applicable. For adding more fields on the report you can go to choose columns and add the required fields that you wanna show in the list view.

How do I add a field to a list in ServiceNow?

Hover over the simple list widget and click the edit icon. Go to the fields property and click in empty space and choose fields. Click Save or do a Ctrl + S.

How to use function field in report ServiceNow?

Create a KPI Composer project. Define properties for a project. Add personas to a project. Group data by breakdown definitions. Write journal entries for a project. Share a KPI Composer project. Export a KPI Composer project. Import a KPI Composer project.

How do I add custom fields in ServiceNow?

Add Fields to a Table Open the table for editing in Studio. Go to the Columns section (tab). Click the New button. Configure the new record: Choose a data type. Enter a value for the Column label (value that appears on forms and lists). Click the Submit button.

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