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Exact Forms - Include a report ONLY IF there is related data?

  • 1.  Exact Forms - Include a report ONLY IF there is related data?

    Posted 12-16-2019 12:05
    I have an exact form that has an embedded report. Right now, my form needs are pretty simple, so I just use the ~ThisIsMyReport~ syntax.

    There will be times when the related report does not contain any data though and I would like for the table to be completely excluded in that case. As of right now, it prints the table headings and says "no data found."

    Is there a way to conditionally omit the entire table?

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    Heidi Beach
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  • 2.  RE: Exact Forms - Include a report ONLY IF there is related data?

    Posted 12-19-2019 13:52
    Hi Heidi:

    You can do this by copying your exact form so you have one with the embedded report and one without the embedded report.  You then create a summary field that counts the number of child records you have for the embedded report.  You then edit your "Print Exact Form" button so it has a formula something like the following:

    If([# of Orders]=0,
    
    URLRoot() & "db/" & Dbid() & "?a=dbpage&sfid=23&pagename=" & URLEncode("IntroLetter2.html") & "&clist=a&rid=" & [Record ID#],
    
    URLRoot() & "db/" & Dbid() & "?a=dbpage&sfid=23&pagename=" & URLEncode("IntroLetter.html") & "&clist=a&rid=" & [Record ID#])​

    Here is a video that goes over the whole process.


    We cover things like this in our daily "Office Hours" webinars held M-F at 1pm Eastern time.  Register



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    Kirk Trachy
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  • 3.  RE: Exact Forms - Include a report ONLY IF there is related data?

    Posted 4 days ago
    What is sfid? In the ABC app the formula uses sfid=23 and I do not know what this is doing.

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    Adam Keever
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  • 4.  RE: Exact Forms - Include a report ONLY IF there is related data?

    Posted 4 days ago
    I know sfid must be a numeric value and it is used when you want to save the output of the exact form in a file attachment field. The number you use would be the field id of the file attachment field. Not sure if it has other uses but that is one I have seen. Hopefully someone else can chime in here.


  • 5.  RE: Exact Forms - Include a report ONLY IF there is related data?

    Posted 4 days ago
    Thanks Austin. That just dawned on me seeing the file attachment field ID was 23 in the ABC app.

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    Adam Keever
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  • 6.  RE: Exact Forms - Include a report ONLY IF there is related data?

    Posted 3 days ago
    Heidi,

    I recommend Exact Forms Plus from Juiced

    https://www.juicedtech.com/exact-forms-plus

    It is very flexible and lets you customize the messaging when the subtable in your document has no data.

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    Don Larson
    Paasporter
    Westlake OH
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