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Report Grid Filter Question

Last post 10-19-2012 12:39 AM by Blake C. 4 replies.
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  • 10-16-2012 5:31 PM

    Report Grid Filter Question

    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 list not only a WO's related JobItems in one grid, but in another grid (below it), I want to list the other WO JobItems related to that same Sales Order.

    I think there needs to be some creative grid filtering going on here, but I'm not exactly sure how to pull it off.

    Is it clear what I'm trying to do? Any suggestions?

    I have another, more general reporting question, but I'll post it in a separate thread.

    Thanks

    Blake C
  • 10-17-2012 8:55 AM In reply to

    Re: Report Grid Filter Question

    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, b/c I can't seem to get access to the data to effectively compare whether the WO a particular JobItem belongs to matches the "current" WO in the dataset.

    In the Formatting Rules Condition Editor, I can choose a single DataMember (Activity or JobItems) and do comparisons for formatting that way. But I need access to both these rowsets. I do see a Variable property called DataSource.CurrentRowIndex. Could I use that somehow to get access to the current WO ID within my grid? Is there some other way to get access to the current row of a report?

    Make sense?

    Thank You!

    Blake C
  • 10-17-2012 4:15 PM In reply to

    Re: Report Grid Filter Question

    Answer

    Blake C:
    Could I use that somehow to get access to the current WO ID within my grid? Is there some other way to get access to the current row of a report?

    The only suggestion I can provide for you on this is to look at adding a second detail report to get access to the data you need.  I've got 2 detail reports here, one bound to Sales Order and another bound to Activity.

    I'm still learning the report designer myself so I still refer to their online documentation when I get stuck.  

    HTH!

    ~C

    P.S. Don't forget you can always book some time with a consultant here to help you out!

  • 10-17-2012 4:33 PM In reply to

    Re: Report Grid Filter Question

    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

    Blake C
  • 10-19-2012 12:39 AM In reply to

    Re: Report Grid Filter Question

    Answer

    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 action.

    An interesting twist: Since multiple users could be printing the same report type (Activity/Work Orders) simultaneously, I added a 'UserName' field to distinguish among reporting instances. Prior to filling the tables with the selected data, a delete is executed to remove any records for that given user.

    Blake C
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