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Loyal Listener
Posts: 13
Registered: ‎03-31-2009

New Report Family; missing a step somewhere

I've done it before, but it has been awhile.  I am creating a new report family in Saleslogix, Lan 7.2.  In Architect, Manage Picklists, Plugin Families tab, I went to Report Families and added the new category name.  I know there is another step that I've missed.  I've spent about 45 minutes in the Picklist Manager and Plug ins to no avail.  I know it has to do with releasing it, but where? 

 

I can actually move reports to it, but it doesn't appear on the client side.

 

Tips?

 

Thanks.

Sheryl Jackson
Director of Information Services
Washington Restaurant Associaton
Sage Saleslogix Lan Client/ MAS 90
Employee
Posts: 191
Registered: ‎03-13-2009

Re: New Report Family; missing a step somewhere

just one more step after you have created your picklist items for either active form family/report family/mainview family, you need to refresh the architect. press F5 to resolve it.

 

Cheers

Kannan