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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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