Reporting: Custom Colors should traverse lookups between tables

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  • Updated 3 months ago
I want to call this a problem, but I'm flagging it an idea.

I am building an "at risk" accounts report based off of the Company object.

In "by"  I have Vertical (from Company) and Label (lookup through Scoring Scheme Definition table)

I want to assign custom colors to the Label field, so I tried setting them on the Scoring Scheme Definition object:



But they do not propagate to the report which is built off of the Company object.  

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Jeff Kirkpatrick, Champion

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Posted 3 months ago

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Dan Ahrens, Official Rep

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Hey Jeff, I didn't get a chance to test this extensively but by any chance are you able to assign the desired color by selecting the field "Label" via the object "Company" (instead of the scoring scheme definition object) in the custom color picker? 
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Jeff Kirkpatrick, Champion

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Label isn't an option when I select Company object, presumably because the Label field exists in the Scoring Scheme Definition table and accessible to Company via a lookup. Hence the route I attempted above.

(Edited)