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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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 Author  Thread: Reports and contact process
Rekha
Posts: 4
 
Reports and contact processYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 11 Oct 06 11:32 AM
fiogf49gjkf0d
Hi,
I added a report in contact process. It runs fine in the client but I don't see the report any where. I want the process to print the report. How can I do this?
Rekha
[Reply][Quote]
Swapnil
Posts: 46
 
Re: Reports and contact processYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Oct 06 12:16 AM
fiogf49gjkf0d
Hi rekha,
Can you tell the meaning of "don't see report any where". Is it means you are not able to see from remote client? If this so then you have to sync all your remote databses with main database to affect the changes.

Swapnil
[Reply][Quote]
John Gundrum
Posts: 632
Top 10 forum poster: 632 posts
 
Re: Reports and contact processYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Oct 06 6:43 AM
fiogf49gjkf0d
I think you are saying that you created a contact process where one of the steps is calling the report. Is that correct?

John G.
[Reply][Quote]
Rekha
Posts: 4
 
Re: Reports and contact processYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Oct 06 8:13 AM
fiogf49gjkf0d
yes, I created a contact process where one of the steps is calling the report. When I run the process it runs fine. What do I need to do to see the report output?
[Reply][Quote]
John Gundrum
Posts: 632
Top 10 forum poster: 632 posts
 
Re: Reports and contact processYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Oct 06 10:15 AM
fiogf49gjkf0d
Aparently the report step in a contact process only prints the report. There is no option to preview the report. To get around this you have to create a VBScript that calls the report in preview mode. This is the script
option explicit
sub Main
Application.BasicFunctions.DoInvoke "CrystalReportPreview", "Opportunity:Forecast by Account Manager"
end sub

Change the second parameter to point to the report you want to preview. I found the easiest way to do this was to add a report step to the contact process, then select the report to print in the report step and copy it. Then you can delete the report step, add a VBScript step, call the VBScript you created with the code above. Then you should see a preview instead of the report just printing.

I do not know the behaviour of this in respect to the "Don't wait for task complete, continue to next task". If you check this box I would assume any further dialog you would have in the contact process would be hidden behind the report (or just pop up). I would generally think you would not want the process to continue with the print preview still open, unless there were no other steps after the report preview. In that case I'd just check the 'Don't wait for task to complete...' checkbox.

Hope this helps!

John G.
[Reply][Quote]
Rekha
Posts: 4
 
Re: Reports and contact processYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Oct 06 3:52 PM
fiogf49gjkf0d
Thanks for the help. I am going to try this.
Rekha
[Reply][Quote]
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