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Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
Posted: 29 Sep 08 12:55 PM
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Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
I have a report that is already being called from SLX and a when open event that calls a script to filter the report. All I need to do now is pass the current user name that I already have stored in a variable in the open script to the crystal report. This seems so simple so I think I may be making this a litter harder than it should be. Just a guess, but I would assume I could use the .ReportAddCondition function in some way to achieve this, but can't figure out how to get it done.
THx in advance. -RJ |
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Re: Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
Posted: 29 Sep 08 1:46 PM
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Hi RJ,
From DevLogix III.7 (and the Companion):
ReportAddCondition (Field, Op, Val, ValType, Conn)
This function should be called from a script that is invoked by the When Open event of a report. It passes one or more conditions through to the Crystal Report engine.
The Field value is the “qualified” field name of the database field that you want to add the condition on. If the field is in the Main Table of the report then the qualified name is TABLE:FIELDNAME – e.g. CONTACT:LASTNAME. If the field is not in the Main Table of the report, then you need to use the SalesLogix arcane join syntax:
TABLE1:FIELD1(=|>|<)FIELD2.TABLE2!CONDITION_FIELD
Stephen
www.slxmaster.com
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Re: Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
Posted: 29 Sep 08 1:54 PM
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Hi Stephen, thanks for the reply. I am only passing a name to display in the report. This report displays information based on a custom table that is joined to the account table. The value I need is from userinfo so there would be no join possible to create. What I actually want to do is not really passign a condition, but passing a variable simply for displaying a username at the report footer. I hope I didn't missunderstand your reply.
Here is an example of what I have already, I just need to get strUser to the crystal report:
'Including Script - Personal:DEFAULT_CLS
option explicit
sub Main
Dim AcctID, strUser
AcctID = Application.GlobalInfo("g_TemporaryAcctID")
'get username
Dim objcls
Set objcls = New Palombo_Default
Dim strUserID
strUserID = application.BasicFunctions.CurrentUserID
objcls.Initialize
strUser = objcls.GetUserInfo(strUserID).Fields(2).value
objcls.Terminate
With Application.BasicFunctions
.ReportClearConditions
.ReportAddCondition "C_AccountBIData:AccountID", "=", "'" & AcctID & "'" , "string", ""
.GlobalInfoClear "g_TemporaryAcctID"
End With
end sub
Now I was hoping to use a line like below to "trick" SLX into passing my var:
.ReportAddCondition "", "", "'" & strUser & "'" , "string", "ParamUser"
- Created parameter field in crystal to hopefully display userid passed from this line
-RJ |
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Re: Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
Posted: 30 Sep 08 7:52 AM
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Hi Stephen,
Well without checking I went ahead and researched the GetCrystalReport method and I ran into a problem in my code at the very end. There is no crystal report viewer control that I can see.
Here is my code below:
Sub ShowReport
Dim objReport, objReportMV, strFilter, AcctID, strUser
AcctID = Application.BasicFunctions.CurrentAccountID
'get username
Dim objFISERVcls
Set objFISERVcls = New Fiserv_Palombo_Default
Dim strUserID
strUserID = application.BasicFunctions.CurrentUserID
objFISERVcls.Initialize
strUser = objFISERVcls.GetUserInfo(strUserID).Fields(2).value
objFISERVcls.Terminate
Set objReport = Application.BasicFunctions.GetCrystalReport("Account:Account BI Data Report")
With objReport
.DiscardSavedData
.SetReportVariableValue("p_UserName",strUser)
strFilter = "{C_ACCOUNTBIDATA.ACCOUNTID} = ('"&AcctID&"')"
objReport.RecordSelectionFormula = strFilter
End With
'This view should have a crystal report viewer on it
Set objReportMV = application.MainViews.Add("Personal:CR_Viewer",0,False)
On Error Resume Next
objReportMV.DetailsView.Script.ShowView objReport
objReportMV.Caption = "Test"
objReportMV.Maximize
objReportMV.Show
Set objReport = Nothing
End Sub |
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Re: Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
Posted: 03 Oct 08 2:01 PM
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Stephen,
I have tried and tried, but I keep failing at this line: objReportMV.DetailsView.Script.ShowReport(objRDC)
I have also tried objReportMV.DetailsView.Script.Show(objRDC) with no luck. After debuggin I checked what .Script contained and I saw ShowReport() so I used it naturally and SLX and Visual studio says ShowReport() or Show() does not exist. It seems to me that something is missing with .DetailsView. I can't even expand it in VisualStudio until I throw it in a watch and manually write out: objReportMV.DetailsView.Script.
Here is my full code:
Sub ShowReport
Dim strUser
'get username
Dim objFISERVcls
Set objFISERVcls = New Fiserv_Palombo_Default
Dim strUserID
strUserID = application.BasicFunctions.CurrentUserID
objFISERVcls.Initialize
strUser = objFISERVcls.GetUserInfo(strUserID).Fields(2).value
objFISERVcls.Terminate
Dim AcctID
AcctID = Application.BasicFunctions.CurrentAccountID
Dim tblFilter
tblFilter = "{C_ACCOUNTBIDATA.ACCOUNTID}"
Dim objRDC
Set objRDC = Application.BasicFunctions.GetCrystalReport("Account:Account BI Data Report")
With objRDC
'.SetReportVariableValue "p_UserName", strUser
.RecordSelectionFormula = tblFilter & " = '" & AcctID & "'"
End With
Dim strRepView
strRepView = "account:c_bireportviewer"
Dim objReportMV
Set objReportMV = Application.MainViews.Add(strRepView, 0, False)
objReportMV.Maximize
objReportMV.Show
Application.BasicFunctions.ProcessWindowMessages
objReportMV.DetailsView.Script.ShowReport objRDC
Set objReportMV = Nothing
Set objRDC = Nothing
Set objFISERVcls = Nothing
End Sub |
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Re: Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
Posted: 03 Oct 08 2:44 PM
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Harendra,
Thanks for the reply, but I don't see how to use your method: GlobalReportController.CrystalReport...
Using RDC I have already defined my report using Application.BasicFunctions.GetCrystalReport.
.SQLQueryString is there as an option, but I'm already filtering my report properly. I've tested the above without using a mainview and just using export functions and the report exports seemlesly the way I need it however this report needs to be displayed to the user and not exported at that time.
My original question was just to pass a parameter or variable to the crystal report, but not to filter the records based on the parameter or variable. This variable is only going to be displayed in the report using a parameter field in Crystal. Imagine I have a perfect report.. It pulls great, but I need the current user name displayed at the very bottom to show who pulled the report. |
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Re: Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
Posted: 03 Oct 08 7:26 PM
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Hi RJ,
You know that you can just create your own Form and drop a Crystal Viewer object onto it (say you call the control "RV") then you can have some code on Open to view your report - something like:
RV.ReportSource = RDC
RV.ViewReport
Where RDC is an RDC object containing your report parameters.
You can also do stuff like:
Dim Sect
Set Sect = RDC.Sections.Item(2)
Sect.AddTextObject "Printed By " & Application.BasicFunctions.SystemInfoFor("Username") & " on " & Now, 1, 1
To add text.
Stephen
www.slxmaster.com
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Re: Can someone tell me how I would go about passing a value from saleslogix to a crystal report?
Posted: 06 Oct 08 9:35 AM
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Stephen, thank you so much. I used a little variation of your help and what I've learned about RDC and came up with this:
Sub AXFormShow(Sender)
frmReportViewer.Caption = "Caption
Dim objRDC
Set objRDC = application.BasicFunctions.GetCrystalReport("Account:AccountBI")
Dim AcctID
AcctID = Application.BasicFunctions.CurrentAccountID
Dim tblFilter
tblFilter = "{C_ACCOUNTBI.ACCOUNTID}"
Dim strUser
'get username
Dim objcls
Set objcls = New Palombo_Default
Dim strUserID
strUserID = application.BasicFunctions.CurrentUserID
objcls.Initialize
strUser = objcls.GetUserInfo(strUserID).Fields(2).value
objcls.Terminate
With objRDC
.RecordSelectionFormula = tblFilter & " = '" & AcctID & "'"
.EnableParameterPrompting = False
.ParameterFields(1).AddCurrentValue(strUser)
End With
objRPT.ReportSource = objRDC
objRPT.ViewReport
Application.BasicFunctions.ProcessWindowMessages
Set objcls = Nothing
Set objRDC = Nothing
End Sub
All is working perfect! |
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