Information From Form in Report Data Source Flow

Information From Form in Report Data Source Flow

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  • Im getting an error message when I run a report using a Report Data Source Flow. We have a form in the flow so users can input information that will directly display on the report.

    I know this sounds counter intuitive, but were trying to use a run report step to download the report as a .pdf. Can anyone help out here? Is this the right way to do this?

  • Hello,

    You cannot use a form in a Report Data Source Flow. Thats why youre getting an error.

    Reports can only source data that comes from a composite type such as the "Account" Decisions native type. For this reason, we would recommend creating a data structure so you can map the information out of a form in a normal flow, save it to the data base, then run a report where the data source is set to that type.

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