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Update Scorecard Category and Playbook Event fields in Reports for deployed Templates

Data from Scorecard Categories and Playbook Events will propagate into Reports based on changes made in the Scorecard or Playbook.

If you create a new Report or edit an existing Report where Templates are already deployed to one or more Opportunities, the fields will be empty.

To update the connection between the Fields and Reports you create, you will need to run a script via the Developer Console to update the Report Fields with current information.

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Update via Script

Make sure every deployed Template and each version you want to have in the Report is synched with the fields (don’t forget to also check for archived Templates/versions that are in use)

Go to the Gear Icon > Select: Developer Console > Debug > Open Execute Anonymous Window
Copy and paste the script below:

Id[] templateIds = new Id[]{'abcde123456'};
TSPC.CPSJob_DealRehab job = new TSPC.CPSJob_DealRehab(templateIds, null, null);
job.scSyncFields = true;
job.pbSyncFields = true;
job.debugToEmails = new string[]{'YOURNAME@YOURCOMPANY.com'};
Id jobId = DataBase.executeBatch(job, 10);
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Change the Template Id to the correct Template ID # and email to YOUR email
You will find the ID# of the Template/version on the template detail page (See support images)

Run the script for every Template/version you synced for the report.
Refresh the Report page to see the updated values

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