Thanks Ben, I am using the Native remedy reporting using the server-side reporting forms (ReportCreator). I'm not actually trying to show the parent/child relationship on the report, but just a qualification enforced on the report to show just the children (maybe that is the same thing). It seems like what I need is small feature request on the data visualization page to allow a qualification to be passed to the report just as you would during an active link open window event. Basically it is a form for transferring funds from one account to another. You can have multiple transfers within one request.
Request: 001 Submitter: user01 *report starts here (showing child-info) Account from: xxx Account to: yyy Amount: zzz -------------------------------- Account from: aaa Account to: bbb Amount: ccc *report ends here Status: Completed Assigned To: Agent01 That is the desired output format, generally speaking. Thanks for any help! Brien On Wed, Sep 3, 2008 at 10:30 AM, Benedetto Cantatore < [EMAIL PROTECTED]> wrote: > ** Brien, > > I'm not sure if I understand what you're trying to do exactly. First off, > before you shut down on the idea of displaying the data on the form, what > exactly is the desired output? Give examples of the data in the two > separate form, and then explain how you want to ideally display it. I know > there are some very creative individuals on this list that might be able to > help. > > Regarding reporting, its not clear if you're talking about Remedy's native > reporting function or Crystal's. Remedy's native reporting functionality is > very limited. If you want to show a parent/child relationship, you'll have > to either use Excel/Access or Crystal to pull that off. > > Ben Cantatore > Remedy Manager > (914) 457-6209 > > Emerging Health IT > 3 Odell Plaza > Yonkers, New York 10701 > > > >>> [EMAIL PROTECTED] 09/03/08 12:58 PM >>> > ** > Say you have two forms, parent/child relationship. So, to display children > on the parent form, you just add a table list view and add a qualification > to link the two tables (probably using InstanceID or RequestID). That > works great. > But now suppose that your client really needs the format of that list to > be in a "record" style, not columnar format, like this: > > name: brien > phone: 111-222-3433 > etc... > > So now the table list is out, and I need to make a report. But how exactly > can I impose a qualification to join the tables AND embed the report into > the Parent form? I seem to be able to do one OR the other, but not both. > > If I embed the report in a Data Visualization layer, I see no way to add > any qualification to do the join. If I try to add qualification to the > report itself (via report creator) you can't do the join since there is no > way to tell it about the two forms and hence it complains about invalid > field references. > > The other way seems to be an Active Link; Open Window. Window Type: > Report. I can choose the child form, report information, and even do the > join qualification... but how can I get it to open IN the parent form? I've > tried fussing with Target Location but that doesn't seem to be the intended > purpose. I tried giving the FV<fieldID> of a view field as the Target > Location, but that didn't work and it is supposedly "web only" anyway, > according to the workflow guide. > > My compromise thus far is to simply have a button "Open as Report" to open > a new window with the report. Does anyone know if it is possible to embed > this in the parent form? > > Thanks! > > Brien > __Platinum Sponsor: www.rmsportal.com ARSlist: "Where the Answers Are" > html___ > __Platinum Sponsor: www.rmsportal.com ARSlist: "Where the Answers Are" > html___ _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor: www.rmsportal.com ARSlist: "Where the Answers Are"
