3 of 3 people found this helpful
Yes you can do this without putting it on the user object.
You just need to create a new Report Type with the Primary object set to 'User' and a secondary object set to 'Base Element' then you need to select the second radio button (A records may or may not have a B record).
Then you can create a new report using this report type, and just have a filter that only shows records where the Instance Name is blank (or include everything and group by instance name, this would show you ones that do and ones that don't).
Thanks for your help Nick!
1 of 1 people found this helpful
No problems Noah! Did you get it all working?
I did Indeed!
Nick Rawlins If you don't mind I actually have one more question that's related to these custom report types! So on our Termination Request Definition, we are using a field called StoreTermUser which is a lookup(user) field that stores the user that is being terminated. We are trying to run a report on all of the StoreTermuser's assigned Assets/Instance. I tried starting with Incident as the primary object but I can't relate that to User or Base Element. I also tried starting with User and then Incident (storetermuser) but I can't add base element as the third object.
Know any way I can get an incident report where all Title="Termination" where I can get StoreTermUser and assets assigned to that user?
I will check this properly tomorrow but i don’t think a report type will be possible here.
i would suggest in this case you have a workflow (or process builder) which when the termination SR gets either logged/approved then it updates a custom field on the User object which could store either the termination date or a flag to indicate it pending termination.
Then you can use the exact same report type I mentioned above and pull in the new custom field into it which you can use as a filter (you may need to add the field into the report type if it’s not automatically available when editing a report)
That way you can show all CI’s linked to each user that will be terminated.
This will only work for future ones but could be updated fairly easy for historical ones if required.
hope this helps!