How to Auto Add Checkbox Field to Custom Report Type in Salesforce

In Salesforce auto add a checkbox field to the custom report type by simply selecting the checkbox that is present at the end when we create a new custom field. We essentially making that field readily available for reporting without manually adding it to every report type.

In this Salesforce tutorial, we will learn how to auto add the checkbox field to the custom report type in Salesforce.

For learning this process you have come to the right place and we learned this topic in both the editions of Salesforce Lightning and Salesforce Classic.

How to auto add the checkbox field to custom report type in Salesforce Lightning

Here we will learn how to auto add the checkbox field to the custom report type in Salesforce Lightning. Let us take an example, suppose I am working as a Salesforce administrator for a retail company. Our company has a report type to track the customer order and shipping information.

From now onwards the management team decided they need to include a new checkbox field called express shipping that determines whether the order was shipped through express delivery or not.

To implement this we need to automate the process by adding the express shipping checkbox field to the custom report type by simply clicking on the checkbox that is present under this express shipping field when we create.

Here are the steps to follow

1. Our Salesforce lightning account is open, click on the setup option that is present under the gear icon. After that select the object manager tab that is present under the setup page on the nav bar.

2. There are lots of objects present and we want to select the order object so enter the order in the search box and then select the order object. Here we can see the details related to the object. We can see the Fields and Relationships option present on the left side of the page. Click on the Fields and Relationship option.

How to auto add the checkbox field to custom report type in Salesforce

3. On the right side, there is detail related to the object. But we want to select the field and relationship, so click on the field and relationship option. After clicking on the field and relationship, the Fields and Relationships page is open.

4. Under this page, there are lots of fields created. But we want to create a new field. So for this, we click on the new button.

5. The new data type page is open. Under this page, you can see that lots of data types are present. Select one of the data types between the lots of data types, we select the checkbox data type.

6. After selecting the checkbox field type, the New custom field page is open. Here we can enter the details related to the checkbox field. First, fill the Field Label as express Shipping and then we select the values checked or unchecked which are shown on the record by default.

7. After that enter the field name, on clicking on the field name the field is automatically filled by simply clicking on the field and then scrolling to the bottom and here we can see there is a checkbox present auto add to the custom report type. Click on the checkbox.

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This checkbox adds this field to existing custom report types that contain this entity and then click on the next button.

How to auto add the checkbox field to custom report type in Salesforce Lightning

8. Now establish field-level security. Here we select the profile to which we want to grant edit access to this field via field-level security. The field will be hidden from all the profiles if we do not add it to field-level security.

9. Here we want to select all the field-level security for the profile, so we click on the visible checkbox all the checkboxes are checked, and then click on the next button.

Auto add the checkbox field to custom report type in Salesforce

10.  Now add to the page layouts. Here select the page layouts that should include their fields. The field will be added as the last field in the first two-column section of these page layouts. The field will not appear on any pages if we do not select a layout.

11. To change the location of this field on the page, we will need to customize the page layout. Here we are adding the task layout as a page layout and then clicking on the save button.

Auto add the checkbox field to custom report type in Salesforce Lightning

12. Click on the App Launcher that is present at the top left corner, The drop-down menu is open. Enter the Sales in the search box of App Launcher. Select the Sales, the Sales page will open.

13. Under this Sales page, we can see lots of objects are present on the nav bar. Select one of the objects and here we are selecting the order object. After selecting the order object, the order page is open. Now we create a new record, To create a new record click on the new button.

14. Our new order page is open. Now enter the information related to the order, Here we can see the order number is automatically generated and then fill the account name then fill in the type, and then fill in the order start date after that fill in the contract number and then fill the order type, and then fill the status, and fill in the order delivery date.

15. After that fill the project task start time and then fill the project completion after that fill the task estimated hours and then fill the start and end date in last we can see there is an employee field this is the lookup field fill the field by simply clicking on the lookup icon.

16. After that fill the order currency and then fill in the product field which is the lookup field, and then we can see our express shipping checkbox is present it is checked that determine whether the order was shipped through express delivery, and then click on the save button.

Salesforce auto add the checkbox field to custom report type

17. Our record is saved and shown under the order record page, click on the record and our record is open and under the detail tab we can see that our express shipping field is created and it checked.

Salesforce Lightning auto add the checkbox field to custom report type

In this way, we understand how to auto add the checkbox field to the custom report type in Salesforce Lightning. Let’s Proceed further and learn how to auto add the checkbox field to the custom report type in Salesforce Classic.

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How to auto add the checkbox field to custom report type in Salesforce Classic

Here we will learn how to auto add the checkbox field to custom report type in Salesforce Classic. Let us take a real life example, Suppose there is a software development company and I am working in this company as an employee, this company uses the salesforce to manage the projects and track the status of software feature.

To improve the project visiblity and decision making the company wants to introduce a new feature that can track the status of the software wheter the certain software feature are consindered high priority. So we implementing this by auto adding the checkbox field to existing custom report type.

Here are the following steps:

1. Click on the classic version, for this click on the salesforce account and our lightning version is open. So to move to the classic version, click on the profile picture, under this profile picture, there is an option, to present a switch to Salesforce Classic. Click on this to switch to the Salesforce Classic version.

2. Click on the username drop-down arrow. The drop-down list is open. Under this drop-down list, we can see that the Setup option is present. Select the Setup option. We can see on the left side of the setup option that is Quick Find box is present.

3. Enter the objects in the Quick Find box, the objects come at the top and it is present at the Create option. Click the object option. The custom object page will open, and we can see the lots of objects present that are already created and from these objects, we want to select the project object.

How to auto add the checkbox field to custom report type in Salesforce Classic

4. On this project page, we can see the details related to the project object. Our Project object page is open, Now scroll to the bottom of the page and here we can see the custom field section under this section, we can see lots of fields are present. But we want to create new field, so click on the new button.

5. The new data type page is open. Under this page, you can see that lots of data types are present. Here we select the checkbox data type. After selecting the checkbox field type, the New custom field page is open. Here we can enter the details related to the checkbox field.

6. First, fill the Field Label as High Priority and then we select the values checked or unchecked which are shown on the record by default. After that enter the field name, on clicking on the field name the field is automatically filled by simply clicking on the field.

7. Now crolling to the bottom and here we can see there is a checkbox present auto add to the custom report type. Click on the checkbox. This checkbox adds this field to existing custom report types that contain this entity and then click on the next button.

Auto add the checkbox field to custom report type in Salesforce Classic

8. Now establish field-level security. Here we select the profile to which we want to grant edit access to this field via field-level security. The field will be hidden from all the profiles if we do not add it to field-level security.

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9. Here we want to select all the field-level security for the profile, so we click on the visible checkbox all the checkboxes are checked, and then click on the next button.

Salesforce Classic auto add the checkbox field to custom report type

10. Now add to the page layouts. Here select the page layouts that should include their fields. The field will be added as the last field in the first two-column section of these page layouts. The field will not appear on any pages if we do not select a layout and click on the save button.

How to auto add checkbox field to custom report type in Salesforce Classic

11. Go to the Home tab, and under the Home tab we can see lots of tabs are present on the nav bar here we click on the project tab, and our project object page is open. Under this page, we can see lots of project records are present. 

13. Here we want to create a new record, so we click on the new button. Our new project page is open. Now enter the information related to the project, first fill the project’s USA Name and then fill the project status and after that fill the project documentation URL.

14. After that fill the project task start time and then fill the project completion after that fill the task estimated hours and then fill the start and end date after that we can see there is an employee field this is the lookup field.

15. After that we can see there is high priority checkbox present enable this checkbox that determine whether the software feature has high priority or not, this checkbox is checked this mean it has high priority and then click on the save button.

Auto add checkbox field to custom report type in Salesforce Classic

16. The sales project record is saved and present under the project record page. Click on this sales project record and the sales record page is open and under this we see the detail tab and under this detail section we can see the high priority checkbox which is checked.

Salesforce Classic auto add checkbox field to custom report type

So with this, we understand how to auto add the checkbox field to custom report type in Salesforce Classic.

Conclusion:

I hope you read the complete article and get the complete idea related to how to auto add the checkbox field to custom report type in Salesforce.  I have also explained all the steps of auto add the checkbox field to custom report type in Salesforce Lightning and Salesforce Classic.

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