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 Author  Thread: Problem with passing current User id to the crystal report.
Anil
Posts: 4
 
Problem with passing current User id to the crystal report.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 07 Mar 11 3:22 AM
fiogf49gjkf0d


Hi,


        I want to show all the opportunities related to that Sales Person only in the crystal report. To get sales person id (CurrentUserID), i have written this following plug-in and added it to Reports on open section. Even if i hard-coded with some name, it is not working fine. Can any one please help me?            


Plug-in I have used


option explicit


sub Main


 Dim UserID


    'UserID = Application.BasicFunctions.CurrentUserID


    UserID = "XXXXXXX"


 With Application.BasicFunctions


    .ReportClearConditions


    .ReportAddCondition "Opportunity:AccountManagerID", "=", "'" & UserID & "'" , "string", ""


 End With


end sub


[Reply][Quote]
Raul A. Chavez
Posts: 1300
Top 10 forum poster: 1300 posts
 
Re: Problem with passing current User id to the crystal report.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 07 Mar 11 8:11 AM
fiogf49gjkf0d

Haven't done this in a while, but I believe the problem is that you are adding Single Quotes around the UserID variable.


Try the following:


.ReportAddCondition "Opportunity:AccountManagerID", "=", UserID, "string", ""

[Reply][Quote]
Anil
Posts: 4
 
Re: Problem with passing current User id to the crystal report.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 08 Mar 11 3:38 AM
fiogf49gjkf0d

I have done the same as per your suggestion. But it is not working fine. Can you please help where i am doing wrong? Let me explain all what i have done so far.


I have created a crystal report using the following three tables "Opportunity", "Account" "UserInfo" tables and created a field parameter to filter the opportunity based on the status (that will be prompted with description when running the report). Till this point, it is working fine.


When I have gone through some articles, I came to know how to display only the opportunities based on the logged user id. So i have started writing the above plug-in that i mentioned earlier. I have added it to the Report by the following steps.


1. By "right-click" on the report, click "Edit" option. It will open up Crystal Report Properties window.
2. In "General" Tab, under "Filtering" options, Main Table - "Opportunity" Table, Master User Field - "AccountManagerID" and Master Date Field - "CreatedDate".
3. Under "Execution" tab, "When Open" event - "Action" - "Action Script" is selected. "Argument" - the above mentioned plug-in is selected.


Plug-in after modification
----------------------


option explicit
sub Main


Dim UserID As String


Set UserID = Application.BasicFunctions.CurrentUserID


With Application.BasicFunctions
.ReportClearConditions
.ReportAddCondition "Opportunity:AccountManagerID", "=", UserID , "string", ""


End With
end sub


But it is not working fine after the above modifications also


Thanks


 

[Reply][Quote]
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