Search results by user ID 5852

Re: Generating Reports

Ben Brower — Thu, 12 Jun 2014 18:06:13 GMT

I couldn't see the image that you posted. I am currently using a 'print all' button that creates the report outside of the loop, but it creates a report with all the Record ID's that fit the criteria indicated it the report action. I would like to have the ability to select certain records to print instead of all of the records. Can this be done?

Re: Generating Reports

Ben Brower — Thu, 12 Jun 2014 17:40:19 GMT

I'm trying to generate a report based on a custom table that I made. Grouping is the main concern, as multiple PDF's are created based on what is selected in the grid. I would like only 1 PDF to be created with all the selections in 1 document.

The action just indicates the report that is being made, the table it is based on, and the filter indicates that the RecordID field in the table must match the RecordID value from row. It's also set to always generate a PDF.

Generating Reports

Ben Brower — Wed, 11 Jun 2014 18:31:44 GMT

I am currently working on printing reports from a grid, where it only creates reports for the record ID from row, however, the issue that I'm having is that it creates individual separate reports for each row that is checked, and I would like it to create 1 individual PDF with all the checked rows in the grid. I can create 1 individual report if I configure it to create a report for all records, but not the selected records in the grid. How do I accomplish this?

Writing Script

Ben Brower — Tue, 14 Jan 2014 17:02:29 GMT

I'm trying to write a script and assign it to an action result in order to retrieve a value from a table. I have 4 criteria, and I'm not sure how to enter script that references a value on the screen. This is what I have:

(AssignedTo = 'Users.UserName') And (ActivityStatus='Not Completed') AND (ActivityType like '%Send Termination Letter%') AND (Entity = 'Screen.Client Name:')

I want the Entity field in the table to equal a value on the screen, and apparently I don't have it done correctly. Can someone review the script to make sure it's done correclty and help me out with the entity/screen value issue?

Thanks!

Ben

Re: Loading Active Record ID into a Pop Up Screen

Ben Brower — Thu, 14 Nov 2013 20:00:37 GMT

The second action after assigning Active Record ID is a conditional statement that checks whether or not a date field is empty. Value 1 is the date field from 'value from row' and it's checking whether or not it is empty. It's saying that it can't find the 'date' field...

Re: Loading Active Record ID into a Pop Up Screen

Ben Brower — Thu, 14 Nov 2013 18:55:04 GMT

I think I have it set up correctly, however, I'm still having trouble. Upon selecting the 'select' botton, I have the actions go through 2 conditional statements, having 1 action do something if a field has a certian value, and doing something else if the same field has a different value. I'm getting the following message:

Action Sequence:2

Unable to locate value from row for column CurrentDateTime

Please contact your developer.

Any idea on why I'm having this problem?

Thanks

Ben

Loading Active Record ID into a Pop Up Screen

Ben Brower — Thu, 14 Nov 2013 02:00:13 GMT

I am trying to load a record from a grid through the select button that will populate the relative screen in a pop up. How do I configure the actions of the select button to accomplish this?

Help Hover Tip

Ben Brower — Thu, 14 Nov 2013 01:13:27 GMT

I put some information in for a hover tip over one of my fields, and I was wondering what codes I could use within the text of the tip to configure it so that it is more visually appealing. I know how to make some parts bolded, or underlined, for example, but I was wondering where I could find more coding that was available to use. For example, how do I create spaces, or have the text start a new paragraph? Becuase it seems pretty messy if the tip that you have is more than a few lines, which makes the tip difficult to read through...

Thanks,

Ben

Assigning a new Dropdown to an existing table

Ben Brower — Mon, 28 Oct 2013 20:21:12 GMT

Hello,

I have no idea why I'm having this problem since I've done it several times for different screens, but I am trying to create a drop down in a new screen that is based on the customer table/list. When I go to choose the field, the only option is the 'record id' field. I haven't had any problems doing this in other screens, like I said, but I can't get any customer drop down to work in this screen and it's driving me nuts! Please help!

Thanks!

Please help!!!

Ben Brower — Wed, 11 Sep 2013 15:21:41 GMT

I just made some basic changes to the opportunities screen that I customized and now when I click save, it's showing an error stating:

The Customer Name Dropdown containing , is not a selectable value.

Additional Information

Action Sequence Order:350

I noticed this change after I changed the name of the tab itself, from 'Opportunities' to 'New Intake." I made some other minor changes, but I would have to speak to someone about that as I think it would be too much detail for the forum...

Thanks!

Ben Brower