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Scorecard Answers are found in unique fields
NOTE: This Report type will not include:
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Add Fields
These fields need to be added to this report type via lookup.
Category Score % field
Displays the score for individual categories in the report Report based on the templateTemplate.
Category Sort Order field
Orders Scorecard categories Categories in the report Report based on the template.
In this case these 2 fields need to be added to this report type via lookup.
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Template.
Title
Displays the Title for Contacts in the Contact Tracking type Questions
Add Category Score % and Sort Order Fields
Click Edit Layout
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From View select Scorecard CP: Deal Questions Fields and hit > click Add fields related via lookup
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Open Question Category
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Select Sort Order and Total Score % fields > Ok
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Find the fields in the Scorecard Question section and rename them for Category Drag the ‘Total Score %' and “Sort Order’ Fields to the CP: Deal Question Answers section
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Rename the Fields: Category Sort Order
How to rename the fields: double click on the field > rename > Ok
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and Category Score %
Double click Sort Order > rename to Category Sort Order > OK
Double Click Total Score % > rename to Category Score % > OK
Add Title Field
From View select Opportunity Fields > click Add fields related via lookup
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Open Contact Category
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Select Title > Ok
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Drag the ‘Title’ Field to the CP: Deal Question Answers section
Optional:
Double Click on the Title Tile > Change the Display as from CP: Deal Question Answers: Contact: Title to Contact Title
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Click Ok to save each Field Name change
Click Save to save the layout. Layout
Fields used to report on Scorecard Questions and Answers
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Report Type Label: CP Account Maps with/without Stakeholders
Report Type Name: CPAccountMapsWithWithoutStakeholders
Description: Accounts with Relationship maps and with/without Stakeholders
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select CP: Account Maps > Each “A” record must have at least one related “B” records
Select CP: Account Map Nodes (Map) > “B” records may or may not have related “C” records
Save
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