06-10-2009 02:04 PM
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.
06-10-2009 09:46 PM
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.