I been dealing with a very unfriendly situation and cannot wrap my head around it. I applied same approach to another entity and it is working as expected but not sure why I cannot get it to work with this particular entity.
I am creating a report in SSRS and wanna make sure once an end user opens a record Pre-filtering applies to the opened record. (Record is Release of information (Roi for short))
in my SSRS I created added a SQL data source named "MSCRM_DataSource"
then I added my DataSet which is this:
-DataSets:
+Release_Of_Information
In my data set I have a simple code:
SELECT Column1, Column2, Column3
FROM FilteredReleaseOfInformation AS T1
WHERE ROIid = #SelectedForm
Then I added another DataSet and Named it as below:
+CRMAF_RoiID
above Data set has this code:
SELECT ROIid AS FormID
FROM FilteredReleaseOfInformation AS CRMAF_RoiID
Then I went for my parameters and first added one Parameter as follow.
General Tab:
Name: "CRMAF_RoiID"
Data Type: "Text"
Select Parameter Visibility: "internal"
Default Values tab:
Specify values:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="ReleaseOfInformation">
<attribute name="RoiID" />
</entity>
</fetch>
Lastly I added SelectedForm parameter as follows:
General Tab
Name: SelectedForm
Data type: Text
Parameter visibility: Hidden
Available Values Tab
Get values from a query
Dataset: CRMAF_RoiID
Value Field: FormID
Label Field: FormID
Default Values Tab*
Get values from a query
DataSet: CRMAF_RoiID
Value field: FormID
When I go to my test environment, report runs, but picks the first GUID in the query and not the associated record that is opened therefore no matter what record is opened it shows the info of first person RoiID.
**PS: Report is in my solution
**PS: I checked and ROIid is searchable on the entity
Is there anything that comes to your mind that I am missing? I spent so long researching and yet couldn't get this form work.
I have another entity that is working fine I do not know why this one has issue.
On your Dynamic-CRM check something and make sure the report is running on Current Record
if it is set on run for all related records Simply delete the report in your solution and add it again (preferably with a new name just add an _V2 or _V3 at the end of the name and set it up again.) this should do the trick as it did for me. I believe there is a bug in Dynamic CRM.
Related
I'm creating a compliance mailing for my organization, the mailing will include merge fields that identify the office location, physician, and SiteId. The mailing will also include a table of information that is dependent upon the particular SiteId.
I'd like to use the import table function of MS word and set up a query that references a merged field (SiteId) so that the inserted tables populate the appropriate data for the particular site. I'm unable to do this.
How can I set up this document so that I can import only records from my source (an ms access query) that match the SiteId merge field?
Word's mail merge does not support one-to-many relationships. There are ways to coerce it, but only one of them can yield a table as a result and over the years it has become less and less reliable as Microsoft has not regarded it as important enough to maintain...
What you need to do is set up a query that provides ONLY the information you want displayed in the table, plus the key (SiteId). It's best to sort it so that all the SiteId entries list together, and are in the order the data will come through in the mail merge data source.
On the Insert tab go to Text/Quick Parts/Insert Field and select the Database field from the list in the dialog box. Click "Insert Database" and follow the instructions in the dialog box to link in the data. Be sure to set the Query Options to filter on the first SiteId from the data source. When you "Insert Data" make sure to choose the option to "Insert as a field".
This inserts a DATABASE field in the document which you can see by toggling field codes (Alt+F9). The field code can be edited and what you need to do is substitute the literal SiteId value you entered for the query with its corresponding MergeField.
When you execute the merge to a new document that should generate a table for each data record corresponding to the SiteId for the record. But, as I said, Microsoft hasn't done a great job of maintaining this, so it may require quite a bit of tweaking and experimenting.
If the results are not satisfactory then you should give up the idea of mail merge and use automation code to generate and populate the documents.
You can find more (albeit somewhat out-dated) information on this topic at http://homepage.swissonline.ch/cindymeister/mergfaq1.htm
I am trying to modify the comboBox values of the fields in the Automation Steps page. , but I cannot seem to be able to do it for all of them. Some of them are appearing disabled:
So I tried to make this change in the DB directly. However the graph is not public so I cannot identify the datamember definition.
I did identify however, the following tables:
- AUStepCombo: includes the Values of the combo box. In this case I obtain all the records from the smartpanel
This table, however, does not include the description.
AUCombo: includes the descriptions of the combobox, connected with AUStepCombo via the RowNbr field.
However, I noticed that the AUCombo table doesn't show all the values from the smartpanel. Only a subsection of the values from AUStepCombo. The fields disabled in the smartpanel, are the ones not inclued in this table.
Are these available in another table?
check out CROpportunityProbability table. you will see the StageIDs in there.
I have created a customization which contains DAC extension. There are few extra fields added to Stock Item screen (InventoryItem table). After publishing, the customer had a requirements for one of the field to change its datatype from string to bool. I did updated in customization and published it. However, it did not updated in database. As a result it was throwing an error. Is there anything I am missing here? Please suggest.
Acumatica doesn't delete columns out of the database as a result of a change in your customization. You have two options here, you can drop the column via SQL command and publish, or more realistically, you can just create a new UDF with a different name and change your code.
I have an information link that I want to restrict in spotfire when I add it as a data table so that certain data is excluded. I want to restrict column 'DAY' to the past 91 days.
These are the steps I have tried that haven't worked:
Added data table and clicked 'load on demand' (in the 'Add Data Tables' window) and then 'settings'
On the 'DAY' column, clicked 'Define Input'
Chose 'Range(fixed/properties/expression)' as the 'Input' for the selected parameter
Then as the 'expression' for the 'Min', used: DateAdd('dd',-91,DateTimeNow())
It returns an error when I try to add a transformation to the data or just returns no data when I add the data table. If I just restrict the data with a fixed value it works as expected but clearly this would mean that I would need to change the restriction everyday. I have also been able to restrict the data to a static date directly on the information link under the 'Filters' heading. What I really need is a dynamic restriction that is placed on in some way, in Spotfire, rather than directly on the data source (Oracle).
Would be grateful for any help! Thanks!
It couldn't recognize DateTimeNow(), which is a DateTime as a Date. Spotfire gets kind of picky about that sort of thing.
Replace the Expression used for Min with
DateAdd("dd",-91,Date(DateTimeNow()))
and it should work.
I have a portal in my contacts table layout that shows related mention in a second "mentions" table. This related table has a relationship to a third "sources" table that I want the user to select from when they view the data in the "mentions" portal of my "contacts" layout. This works for the most part. The problem comes when the user changes the "source" in the portal then attempts to change the "source" in the next portal row t will change the "source" to the last select source regardless to make a selection
any ideas ?
here are some screen shots of how I have it setup
portal and specified field
and field control setup
and the relationship
You are modifying the value of the source field in the sources table, which is not what you want. You only want to use that data to populate your value list and store the serial number of that source (or the source text) in your mentions table.
1) Create a value list from sources using all values from the sources field.
2) Create a new field in the Mentions table called 'source.'
3) Add that field to the portal and remove the current sources field.
4) Apply the value list to your new field.
It sounds like your portal isn't actually the mentions table, but the sources table. Either that or the field that you're using to change the "source" is not in the mentions table, or is not the correct Table Occurrence.
The portal should be based on the Mentions table, and should contain a field in that table that refers to the sources table, not a field from the sources table.
Either way, to diagnose it further, I'd probably need more detail.