Method Community

How do I add a new field to the "Field List" in the report designer?

Example: I am using the "Simple Estimate" template in Report Designer.  In the Field List there are the following: Company, Estimate, Estimate Line.  I would like to add "Customer" to the Field List and also a custom table i created called PropertyInfo.

How do I do this?

Matt,

To add a field to the Field List you would need to add fields to the tables listed (Fields can be added in Method under Customize > Tables / Fields). To add additional tables to the fields list you will need to go to File > Save As in the report designer it will allow you to make a copy of the report but change the tables in the report. To have PropertyInfo as an option for a Detail Table, the PropertyInfo table must have a reference to the Estimate table basically PropertyInfo would need to have a drop down to the RecordID field in the Estimate table. Same goes for Customer, the Customer table would need a drop down that references the Estimate table. In this case though adding those drop downs to the Customer and PropertyInfo tables wouldn't make sense, your best option is probably to go with Linked Fields.

-Michael   

I am trying to do the same thing. I was able to follow Michael's instructions and got the Customer table to appear in my Field List, but now I'm having a different issue. When I add anything from the Customer table to my report in Report Designer, the data doesn't show up! I can add as many fields as I want from the Activity table and everything populates fine, but nothing is showing for Customer table items when I go to print the report from Method. They are just blank. Any ideas?

Hi joshtodd,

I am unable to replicate your issue. What is the name of your report, and are you selecting the correct report in Method? Also, what screen are you viewing the report from?

To be proactive here can you also provide the following information:
1. What report did you copy and edit?
2. What are the Master and Detail tables you selected?
3. If you created linked/dropdown fields in your tables please provide the details, i.e. created a linked field in the Estimate table which links to Record ID in the Customer table, etc.

- Ashur

Ok the name of my report is "FieldService_WorkOrder_ToddCo(4)". This is the Print Template I am customizing for our Work Orders in the Field Services App. I have selected it as the Default Work Order Template (Print). I am viewing the report from the Add / Edit Work Order screen by clicking the Activities button, then Print Work Order.

To answer your other questions:

1. I copied FieldService_WorkOrder

2. The master table is "Activity". The detail tables are "ActivityJobItems.ActivityNoRef" and "Customer.ActivityRef". The master and the first detail table are the default. The Customer.ActivityRef table is one that I added after I created a linked field. See below.

3. First I created a dropdown in the Activity table called "Customers" that links to the RecordID in the Customer table. Next, because I wasn't sure if that was all I needed to do to create the relationship, I created a dropdown in the Customer table called "Activity" that links to the Record ID in the Activity table. This may be redundant, so if we need to delete one or the other just let me know. Finally, I created a linked field in the Activity table called "County" using the County field in the Customer table. This is the one that I am trying to display in my Work Order template (there are others, but I can repeat the process once we get the first one working).

To summarize, what I am trying to do here is display fields from the Customer table in my Work Order and have that info print (i.e. "County").

Alright I just did the same thing you did, but instead of using County I used my own custom field. I was able to get the field to show up on my report successfully. Two things that could be the cause here:

1) The linked field you used is not linked correctly, i.e. it's linked to a dropdown field which is associated with another table. Ensure you're linking to the Entity table, then select the County field. The Entity table is basically a "mother" table which holds data from several tables, including the Customer table.

2) The field you inserted on your report is not correct. You need to enter the field using the following path from your Field List: Activity > Entity.Activity > County.

This should get it working for you. Additionally, I copied the FieldService_WorkOrderV3 report, the newer the better!

- Ashur

I followed your instructions to the letter, and I made a fresh copy of WorkOrderV3, and it's still not working. Could it be that my custom field was added to the wrong table in the first place (Customer)? Which table did you create your custom field in when it worked for you?

I created my custom field in the Customer table as well. Did you delete your linked field then re-add it to point to the Entity table?

- Ashur

Scratch that, I just got it working! After I repaired the linked field, I just added Activity > County in Report Designer and it worked. Thanks!

Awesome! Glad to hear you're up and running