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Difficulty: MediumStandard/Custom Report Types and Formats

A Field Service Administrator is building a Custom Report Type with 'Work Orders' as the primary object and 'Service Appointments' as the secondary object. The Field Operations Manager requires reports that list all Work Orders regardless of whether they have associated Service Appointments. Additionally, report creators must be able to display the Service Territory Name from the related Service Resource record on the report layout. Which TWO actions should the administrator take within the Custom Report Type setup to satisfy these requirements? (Select 2 answers.)

  1. Set the object relationship between Work Orders and Service Appointments to 'Each record ("A") may or may not have related records ("B")'.Answer
  2. Edit the Custom Report Type field layout and use 'Add fields related via lookup' to include the Service Territory field.Answer
  3. C
    Define a summary formula on the report to extract and display the Service Territory text value for each record detail row.
  4. D
    Create a roll-up summary field on the Work Order object to aggregate and display the Service Territory text name.
  5. E
    Enable 'Grant Access Using Hierarchies' on the Custom Report Type layout settings to automatically expose lookup fields.

Answer

The administrator must set the object relationship between Work Orders and Service Appointments to 'Each record ("A") may or may not have related records ("B")' (outer join) and edit the Custom Report Type layout using 'Add fields related via lookup' to bring in the Service Territory field.
To include primary object records regardless of whether secondary child records exist, the administrator must choose the 'may or may not have related records' (outer join) option in the custom report type definition. To make fields from lookup-related objects available for reporting without custom fields, the administrator must edit the layout of the Custom Report Type and use 'Add fields related via lookup'.

Step-by-Step Solution

1
Configure the object relationship for outer join behavior
Work Orders without related Service Appointments remain visible in reports built from this report type.
Choosing 'Each record ("A") may or may not have related records ("B")' performs an left outer join instead of an inner join ('must have at least one related record').
2
Traverse lookup relationships in the Custom Report Type field layout
The Service Territory field is added to the report field layout.
The 'Add fields related via lookup' link in the report layout editor permits navigating up to 4 levels of lookup relationships to reference fields not directly present on the primary or secondary object.

Key Concept

Custom Report Type Object Relationships and Field Layout Lookup Traversal
Estimated Time:1m 30s
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Topics

Standard/Custom Report Types and Formats

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