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.

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.

Save the custom field.

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.