I was able to answer my own question so I thought I would share with the
group.
I understand that to run an AR Report with qualification requires an Active
Link to call it. What bugged me was that the Report Console and
ReportSelection forms *do* have Active Links that call the reports.
Examining these shows that they will indeed run the report with a
qualification. The problem is in both cases that when the report is
selected, there is no workflow that reads the qualification from the report
definition.
The solution involves two-and a half Active Links.
For the ReportSelection form, the addition of the following Active Link will
properly load the report qualification.
Name: <myprefix>:ReportSelection:LoadQualification_5
Execute Order: 5
Form Name: ReportSelection
Execute On: Menu/Row/Level Choice: ReportList
Run If: ('Start Command' != $NULL$) AND ('Start Command' != "") AND ('Report
Type' = "AR System")
If Action: Set Fields
Read Value From: ReportCreator
Set Field If: $Report Name$ = 'Report Name'
If No Match: Set to $NULL$
If Multiple Match: Display a List
Fields
Query = $Qualification Ids$
Else Action: Set Fields
Read Value From: CURRENT SCREEN
Fields
Query = $NULL$
For the Report Console fix , the Active Link definition is almost the same.
Name: <myprefix>:RRC:SPO:GetReportQualification_011
Execute Order: 11
Form Name: RRC:Reporting
Execute On: Menu/Row/Level Choice: Report Name
Run If: ('Report Request ID' != $NULL$) AND ('Report Type' = "AR System")
If Action: Set Fields
Read Value From: ReportCreator
Set Field If: $Report Name$ = 'Report Name'
If No Match: Set to $NULL$
If Multiple Match: Display a List
Fields
zTmpAdvancedQualification = $Qualification Ids$
The "half" AL was to change the execute order of the out of box AL
"RRC:SPO:GetReportInformation_011" from 11 to 12. This was necessary to
squeeze in the custom one before this ran. It seemed like the least impact
to out of box workflow.
After this, I can create an AR Report on the ReportCreator form that has a
qualification and then run the report from either the ReportSelection form
or the Report Console. Note, to run it from the Report Console you need to
find the record in the Report form and give it Categories (menu hierarchy).
Again, we are using ITSM 7.0.3 p8 on ARS 7.1 p7
Hope this is useful to someone.
Regards,
Chuck Baldi
On Wed, Oct 7, 2009 at 11:54 AM, Charles Baldi <cba...@ieee.org> wrote:
> Hello all,
>
> I am trying to do is build an AR Report using the ReportCreator form and
> have the user run it from the Reports console (accessed from the ITSM apps)
> or from the ReportSelection form. I have created a report OK and specified
> a qualification, but whenever I run the report the qualification is ignored
> and it attempts to return all rows--not what I want. Do you know what I
> need to do to get the qualification to be recognized? I have confirmed that
> the qual is good, and messed with the "Query Override in Report" setting on
> the Report form. No joy.
>
> I'm hoping to avoid having to specify an external Crystal Report for
> something that should be simple.
>
> ARS 7.1 P5
>
> ITSM 7.0.3 P8
>
> Suggestions?
>
>
>
> Thanks in advance,
>
> Chuck Baldi
>
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