Re: Reports

Method_Valbon — Fri, 14 Nov 2008 17:51:45 GMT

I would suggest is taking a look at how this currently done for Invoices, specifically looking at the report properties from the Invoice_PrintPreview screen. If you dig into the report properties you’ll notice this report takes advantage of the Filter Options. This filter only includes the Invoice with the RecordID that is currently selected from the screen.

I would suggest you mimic this scenario by following the steps below.

Add the Report object to your screen.
From the Report Properties select a report or create a new one.
Select the table.
Select RecordID from the list of available fields.
Click Insert Filter.
Select Equal to.
Select Value From Session.
Select Current Screen Active Record.
Click Save & Close.
Click Next.
Click Finish.

You’ll likely want to add a button and use the Refresh Report action to update the report as you select each Purchase Order. Use the Show Screen In Pop Up action if the report has a screen of its own, similar to the Print Preview button on the Invoice screen.

Hope that helps,

Reports

Laura — Thu, 13 Nov 2008 15:58:43 GMT

I added a 'report' at the bottom of my purchase order screen and quote screen so my sales people can view and email the selected form but my report includes ALL quotes. How do I tweak this so only the selected quote is showing? Thanks, Laura

Method:Classic General Q&A

Re: Reports

Reports