Generate Quote using Narrative Reports in CRM On Demand
Hey Guys, One thing we all think about is how to design a simple solution to a complicated requirement and so today lets see how to create a Narrative report for a 1:M relation. As you may know Narrative Report can be used only on one record. But, using a combination of reports, we can do the a LOT more! All we need to do is create 2 reports linked to each other and add them to a Dashboard. let me show you how. Step 1: Create a Opportunity Parent Report Using Opportunities Subject Area (Reporting or Real-Time) Add the fields you would like to use on the Opportunity Information Section of the Quote report. In Step 2: Create Layout , Add a Narrative View and use the this code Opportunity Parent Narrative View Code . Make sure you use the @"Number" symbol in the right places, or the values would display against the wrong columns. You'll notice that the values are not correct in this preview, don't worry. since this report is not being filtered from the Prompt yet, the...