I am trying to add a report to a screen via a Customization Project, however, despite following the instructions I could find online, the new report doesn’t appear as a option. Here is the screen shot of the action I created.
How can we get this report to be selectable straight from the Move Screen?
Best answer by bwhite49
That looks right. You’ve published this and the report does not show on your toolbar?
If so, could there be another customization on this screen that uses workflow? If so, this separate customization project may be blocking the action from being created. You will need to combine the 2 projects together.
In addition, I usually will set “display on toolbar” to hide, so that the report exists in the dropdown menu and not the toolbar. This should be the default setting in my opinion.
+10That looks right. You’ve published this and the report does not show on your toolbar?
If so, could there be another customization on this screen that uses workflow? If so, this separate customization project may be blocking the action from being created. You will need to combine the 2 projects together.
In addition, I usually will set “display on toolbar” to hide, so that the report exists in the dropdown menu and not the toolbar. This should be the default setting in my opinion.
+15
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