I have created following classes
MyOrg-DocuSign
Property → CustomerName (Text)
MyOrg-DocuSign-Work
Trying to create Insight on this class, but CustomerName is not present in available properties panel of Insight.
I have created following classes
MyOrg-DocuSign
Property → CustomerName (Text)
MyOrg-DocuSign-Work
Trying to create Insight on this class, but CustomerName is not present in available properties panel of Insight.
@SatyendraPrakashG
Is this property optimized and the column created in your worktable? Please confirm
Yes, property “CustomerName” is optimized and the column created in worktable. Still, I am not able to see that property in available properties panel of Insight.
@SatyendraPrakashG
This works for me after I performed the below steps.
Optimize CustomerName property
Mark as a Relevant record
Add CustomerName column to DataTableEditorReport (in case type under reports )
Hi @RameshSangili, thanks for this suggestion. We are facing a similar issue for few of the properties. They are all optimised and marked as relevant record. The insight is in the parent Work- layer where the report definition is configured to report on descendent classes. Could you please share how the available fields are populated and what are the pre-requisites for fields to be visible there?