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Quick Report Custom Menu Sample (app75)


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Foundation1 Configuration Guide - Configure User Experience - ConfigureCustom MenusQuick Report Custom Menu SampleThis page describe how to create a custom menu that executes a quick report.
This information is useful when you add a menu item that runs a quick report.
!2009-12-08 Page added.
Contents
[*]Define the Custom Menu
[*]Specify Report Parameters
Define the Custom Menu
[*]Start IFS Base Server Administration tool (Admin.exe) and open the window:         Configuration/Custom Menu/Custom Menu.
[*]Press New.
[*]Enter the window where you will use the custom menu.
[*]Enter an ordering.
[*]Set Action Type to       Quick Report.
[*]Check the Bundle Execution checkbox. By         default Bundle Execution is unchecked.       
!2012-02-26        Explanation updated Bundle execution means that one to many         selected rows are used as input values to a quick report. Bundle execution         is only possible in tables, where you have the option to select several         records and launch the quick report. The         section Quick         Report Custom Menu using Bundle Execution explains how to use this         functionality.   

[*]Enter the name of the quick report to be executed in the       Parameter field. The name is the number         that identifies a quick report. The quick report number can be found in         the Quick Report feature. To open the       Quick Report feature you start IFS Enterprise         Explorer and navigate to: Info Services/Quick         Reports using the navigator. Select the quick report, choose menu         item Show Details and you will navigate to         the Quick Report feature. The quick report         number is appended to the value of the Presentation         Object field. For example "repQUICK_REPORT183" is quick report number         "183".
[*]Presentation object will be added automatically. The user must be         granted to the PO to be able to run the custom menu item.
[*]Press the Save button to save the         custom menu header.
[*]Enter the menu text. The menu text is the name of the menu for a given         language code.
https://wis.ifsworld.com/f1docs/apps75/Foundation1/030_configuration/020_user_experience/120_admin_configure_custom_menues/030_Quick_Report_Custom_Menu_Sample/custom_menu_quick_report.png

Specify Report ParametersEnter the report parameter in the Key Translations tab. The report parameters are the substitution variables within the sqlexpression of the quick report. The value to map to the report parameter is thecorresponding database column name in the window where the custom menu is used.
Quick ReportCustom Menu using Bundle ExecutionCustom menus of type Quick Report thatsupport bundled execution, requires a Sql quick report. The sql where statementon the quick report must use the IN operator. It shall look like the followingexample:
SELECT * FROM IFSAPP.SUPPLIER_INFO WHERE (SUPPLIER_ID, NAME) IN ([&SUPPLIERVALUES])The where statement above have a substitution variable (quick reportparameter) which is surrounded by square brackets. The square brackets indicatethat it is an expandable report parameter and the syntax will slip through sqlparser validation.
In the custom menu window you specify the columns that shall be used asvalues in the substitution variable in the where statement. That is a dynamicvalue list that expands depending on how many rows you have selected whenexecuting the custom menu. It will look like this in the custom menu form:


Source Key Names stores the column(s) to use in the window for the custom menu. Parameter stores the QR parameter (substitution variable) to use. The tab ExpandableParameter will only be enabled when the checkbox Bundle Execution is checked.When the quick report is executed the substitution variablewill be replaced with the column values of the select rows in the window of thecustom menu. The sql will for example look like this if the custom menu wasexecuted on two selected rows:SELECT * FROM IFSAPP.SUPPLIER_INFO WHERE (SUPPLIER_ID, NAME) IN (('1','SUPPLIER 1'),('2','SUPPLIER 2'))
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