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 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.
The chart is then displayed with the correct data.