Setting a Chart as a Custom Field

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You can also associate a chart to a custom field.

This is a useful technique if you wish to show the sales history for each company in a chart format when you click the company details.

In the example below the login history of each user is displayed when you click the user details.

Image:Reps108.png

In order to create a chart that can function as a custom field you use the following steps:

  • Create the Report – the report will need to use the @userid@ or the @companyid@, otherwise the same chart will be displayed regardless of the user or company that you select.
  • Create the Chart – the chart can be of any type.
  • Create the Custom Field – the field type must be Display Only - Text.
  • Paste the Chart URL into the Text/Link property of the Custom Field.

Image:Reps109.png

When the user or company is displayed the report is processed, and the userID or CompanyID of the current record is passed as a parameter to the report.

The chart is then displayed with the correct data.

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