7 Replies Latest reply on Dec 6, 2018 9:40 AM by Dan Bontrager

Can a report type with incidents with incident history be created?

Dan Bontrager Nov 27, 2018 8:51 AM

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I recently created a Category Type report type for our users setup like this:

The users are now asking for the ability to see incident history with the same report type. I went in to the report type to see if I could add that level and i could not see 'Incident History' under 'Incidents'. I then tried to make a new report type from Incidents to Incident History and had the same experience. I also tried making a report type from Incident History to Incidents and couldn't do that either. I also tried making a joined report with the above report type and adding Incident History, but the system prevented that with this error message:

Incompatible Report Type

This report type cannot be used, because it has no fields in common with the report types in your joined report.

Is there a way to create a report type that could bring the Incidents and Incident History objects together?

1. Re: Can a report type with incidents with incident history be created?

kedar zavar Nov 27, 2018 8:55 AM (in response to Dan Bontrager)

Yes, use incidents with action history. Group by incident number.

Kedar
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2. Re: Can a report type with incidents with incident history be created?

Dan Bontrager Nov 27, 2018 9:04 AM (in response to kedar zavar)

Thanks for the reply Kedar, but Incident Action History and Incident History are different things and I need Incident History and the fields under that object...we need to see field / event, old value, new value.

Here's the difference in fields between the 2:
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3. Re: Can a report type with incidents with incident history be created?

kedar zavar Nov 27, 2018 9:07 AM (in response to Dan Bontrager)

My apologies. I thought you want to see all notes and email received etc.

Kedar
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4. Re: Can a report type with incidents with incident history be created?

Quang Du Nov 30, 2018 12:42 PM (in response to Dan Bontrager)

We have OTB report type Incidents with Incident History, you may already have it. You can create it under Setup / Report Types / New Custom Report Type in your org if you don't.
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5. Re: Can a report type with incidents with incident history be created?

Dan Bontrager Nov 30, 2018 2:31 PM (in response to Quang Du)

We don't have it as an OTB report type nor does the system let me create one linking the two.

Here are the 'Incident with Incident..." report types:

Here are the secondary objects I can link to an Incidents report type:

Here are the secondary objects I can link to an Incident History report type:
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6. Re: Can a report type with incidents with incident history be created?

Quang Du Nov 30, 2018 2:46 PM (in response to Dan Bontrager)

Interesting, test create a lookup field to Incident History or vice versa to see if that resolve your issue.
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7. Re: Can a report type with incidents with incident history be created?

Dan Bontrager Dec 6, 2018 9:40 AM (in response to Quang Du)

Thanks for the suggestion Quang. To recap for the correct reply, a lookup field created (1) from Incident History to Incident and (2) from Incident to Incident History did allow custom report types to see each as secondary objects. This still did not solve my issue, so I created a separate discussion under Cannot get Incident History object 'History Data' fields in a custom report type. In this new discussion, I have documented the steps I took to create the lookup fields.
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