In this case, I was looking to filter/select by Invoice Date and Invoice Number in the AR Aged Invoice Report.
If I add the UDF to the source table - can it be populated with all values or am I looking at only using the UDF values from the point that I added going forward ( presuming a script populated that UDF on every update ).
I envision that I would need to take two steps:
1. Backfill the UDF in the source table by using VI
2. Use a script going forward to mirror fields into the UDF
Or would the script also manage getting the existing data into the UDFs created?
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Wayne Schulz - Schulz Consulting - 860-516-8990
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Original Message:
Sent: 04-03-2020 11:32
From: David Speck II
Subject: Is the standard Report/Form Selection dialog crite
I've been able to modify selection grids using UI post load events but the fields that can be added are hit or miss depending on the report task and its primary table. For example, i was able to add SO_SalesOrderDetail.ItemCode to the picking sheet printing task and it worked but adding it to sales order printing did not work. For this reason, i think the most reliable way to get a field added to a selection grid is to create the field in the report task's primary table as a sourced UDF if applicable or use a script to populate it.
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David Speck II
Tennessee Software Solutions
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Original Message:
Sent: 04-01-2020 10:51
From: Dan Burleson
Subject: Is the standard Report/Form Selection dialog crite
You can't get to those through the AR_Customer_Bus BO. I think parameters are your only option.
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Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
Original Message:
Sent: 04-01-2020 10:08
From: Wayne Schulz
Subject: Is the standard Report/Form Selection dialog crite
Invoice number
Invoice date
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Wayne Schulz - Schulz Consulting - 860-516-8990
Original Message:
Sent: 04-01-2020 10:02
From: Dan Burleson
Subject: Is the standard Report/Form Selection dialog crite
What fields are you trying to add to the selection grid?
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Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
Original Message:
Sent: 04-01-2020 07:12
From: Wayne Schulz
Subject: Is the standard Report/Form Selection dialog crite
Thanks, Dan. I did get two UDFs in the wrk table to flow and populate ( I DFDM during preview) and appear.
However, the select doesn't work. I was thinking it was because the select looked back to the non work table?
I was able to throw in a parameter and select from that but it's less elegant because it's a second prompt on the report.
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Wayne Schulz - Schulz Consulting - 860-516-8990
Original Message:
Sent: 04-01-2020
From: Dan Burleson
Subject: RE: Is the standard Report/Form Selection dialog crite
@Wayne Schulz This technique was intended for work files that are dynamically loaded at print time. So, the added UDF's will be current with the source table, but it turns out this technique is hit or miss. In your case, a UDF added to "AR_AgedInvoiceReportWrk" from another header field will not show up on the selection grid, however UDF's added to "AR_Customer" will appear there. With regard to adding UDF's to "AR_Customer", several fields (e.g. CountryCode) are available to automatically flow to an added UDF (and thus to the selection grid) by selecting one of several "Business Objects" as the "Source for UDF Data" in the "UDF and Table Maintenance" program. "Manual Entry" UDF's would require a script to populate them from a source related through "AR_Customer", but the "Business Object" sourced UDF's would not.
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Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
Original Message:
Sent: 03-31-2020 20:52
From: Wayne Schulz
Subject: Is the standard Report/Form Selection dialog crite
And as a followup - it looks like this script works on data from a single point going forward by mirroring data entry done to one standard field into a UDF.
What happens when someone says they want to use this same concept to create additional selection criteria on a report such as the Aged Invoice Report? I'm not sure the above works except for data entered from the point the script is activated moving forward?
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Wayne Schulz - Schulz Consulting - 860-516-8990
Original Message:
Sent: 03-31-2020 08:57
From: Wayne Schulz
Subject: Is the standard Report/Form Selection dialog crite
I have a customer asking this same question. Is this still the best/only way to achieve selection criteria for any header field?
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Wayne Schulz - Schulz Consulting - 860-516-8990