I maybe missing something but what about Crystal & sub reports?
 
The sub report would look at the 2nd form as if you were going to put a table 
on the screen.

-----Original Message-----
From: Action Request System discussion list(ARSList) [mailto:[EMAIL PROTECTED] 
Behalf Of Brien Dieterle
Sent: Wednesday, September 03, 2008 1:10 PM
To: arslist@ARSLIST.ORG
Subject: Re: embedded report puzzler


** 
I don't know if a Join form would work, since this is a one-to-many 
relationship (one parent with many children).  I tried to express that with the 
two records in my report-sample below (it could be any number).  Since this is 
web based I definitely don't want to use Excel or Access.  I'm not sure if 
Crystal would help either unless I can pass the join qualification to the 
Crystal report, which would seem to be the same missing feature that I am 
lacking with the regular Remedy Report. 

It looks like we'll survive with the "Open as Report" button on the parent 
form, that launches an Open Window activelink to open the report with a 
specific qualification to perform the join operation.  Again, not embedded, but 
better than nothing :-)

Thanks again,

Brien

On Wed, Sep 3, 2008 at 12:56 PM, Benedetto Cantatore < [EMAIL PROTECTED]> wrote:


** 
Brien,
 
I may not have a good handle on what you're asking, but I think the solution is 
as simple as creating a join form.  Then do your report off of that form.  The 
basic reporting has no ability to create joins, but that can be done when you 
create the join form.  Alternately, I'd advise trying another product like 
Excel, Access, Crystal, or other reporting tool to get the desired report.
 
Ben Cantatore
Remedy Manager
(914) 457-6209
 
Emerging Health IT
3 Odell Plaza
Yonkers, New York 10701



>>> [EMAIL PROTECTED] 09/03/08 2:04 PM >>>

** 
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
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