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When I copy the stock CRM_NewDocument screen then try to customize the new instance, the screen editor loads with nothing on it. Also, when I copy the screen, a non-editable copy shows up...like it's another original. I'm unable to delete these copies. What's the deal with this screen? Is there a reason for this?

Is there a way to put up some sort of 'maintenance mode' screen/notice/message for your Method users in the situation where you are customizing the application and need to keep users off for a period of time? Something that will allow login, but direct users to a screen with a message about the temporary down time? Thanks

UPDATE: I just don't think it's possible to do what I needed to do using the basic Report Designer functionality. So....I just created a custom reporting table structure shaped the way I need it, then designed the Report using these tables. At run time, these tables are filled with the selected data prior to the Generate Report ...

I'm still trying to build a report the way I want. I'm currently filtering a report with a list of RecordIDs for the Activity table. However, in the report I have also have the JobItems table unattached. I'm trying to filter this table from the Generate Report action as well. Is this possible? Can I send in filter criteria for ...

I was unaware this was a DevExpress tool...I'll have a look there (and their forums) for details on getting access to the "current" record ID for a report. Thx

UPDATE: I currently have a working grid on my report showing WO JobItems (for a given list of WO IDs passed to the report) that share a common Sales Order ID. What I want to do is merely format a JobItem's background if belongs to the "current" WO ID in the report being displayed. I can't get the formatting to work, however, ...

Update: I think I finally got some clarity on my issue. Adding and manipulating GroupHeaders is still very unpredictable once the important 'Grouping' concept is added. Very weird...but my report seems to work as expected, so I guess I'm where I need to be at this time.

My reports are usually executed like this: user selects one or many records in a grid, then selects Print. I roll up the RecordIDs and pass that into the report. What's the best way to run reports given a list of Record IDs that have a detail table associated, ensuring each new Record and it's detail info starts on a new ...

We often create multiple Activities/Work Orders (WO) for each Sales Order (SO). For example, a SO may have 2 WO's - one may be a Delivery, the other may be some type of Service Work we perform. I've created a WO report and it works great (I pass in a list of Activity/WO IDs), but I need something else. On my WO report, I would like to ...