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Question

I am not able to use custom report in dependent field.

  • March 3, 2017
  • 0 replies
  • 27 views

Hi Team,

I want to configure a custom report "When used for data entry:" section of a field on a form Because it is a dependent related field then, it does not show that configured report.

It is working fine with the normal related field but not with the dependent one.

Any ideas?

Thanks in Advance!

Gaurav Sharma

Are you saying that Grid edit is not worming for you - is that what you are asking?  is the dependent field set to be the proxy for the field on which the relationship is based?

  • Registered
  • March 16, 2017
I think I speak for Mark and myself when I say... What?

I think you have set that field to be "conditional" upon some other field in the form, and when you do that, it doesn't work.  Correct?
If so, make sure the "dependency" is on the form as well, even if its in a hidden section, it has to be on the form.

If you are trying to set the record picker or modify that report that is used for the "data entry" then you'll need to customize that report.

Who knows, I could be way off.

  • Registered
  • March 22, 2017
Just to check back in, but make sure there are no filters on your report that you are using for the record picker.  

Still having a hard time understanding your issue a little.

  • Author
  • Registered
  • March 22, 2017
Yes, there is one filter on the report.

Let me describe again.

I have two tables one is Client and another one is SOW Assignments.

one client has many SOW Assignment. I have created some SOW Assignment just for testing purpose (don't want to delete them).

So, I have created a custom report (excluded the test SOWs).

Now, I have created a form and set that custom report in the form element setting of SOW Assignments.

I have two fields one is Client and another one is SOW Assignments. SOW Assignment is a dependent field on the Client.

Now, it is working fine when I use to create a record through the form. But if I use in Grid edit mode It shows all the related record and columns which I have set up in the table properties, not from the custom report. (If I remove the dependency of SOW assignment fields from the Client that it's working fine).

I hope you got my point now.

If it is still not clear to you. I'd happy to take a call with you.

Thanks,
Gaurav

  • Registered
  • March 27, 2017