Is it possible to print output reports from a Generic Inquiry page? The use case would be for our users to review a GI, sort/filter as they desire, then print the result set through an output report. They need the data to be presented and formatted in a specific presentable way (which also includes pictures that would be typically brought into the report).
In a perfect world, we would add a "Reports" Menu to the GI screen that will show all the different types of reports we would allow for them to select.
I know we can build our own custom screens to accomplish this, but our hope is to develop a more generic way on top of the generic inquiries so that everything doesn't have to be so custom each time.
Any help would be greatly appreciated.
Thanks.
Generic inquiry is not a report. What that means concretely is that a generic inquiry is restricted to tabular display format. The most common reporting file format for tabular data is XSLX (Microsoft Excel Open XML) which can be exported with the Export Excel button:
With reports you need to define the tables and relationships in the Report Editor Schema Builder so there's no single report that apply to all generic inquiries. You need to create a specific report and configure the schema to match the records the generic inquiry is selecting. This can be generated with the generic inquiry Export As Report feature:
Related
I’m new to NetSuite, just starting to try to develop an Advanced PDF/HTML template. I need to have a text data field contain HTML and have the report generate treat it as HTML.
The objective is that the data source that feeds NetSuite will generate HTML that varies based on the content of the data and other objects associated with it on another system, and to have the report engine render that HTML.
It doesn’t need to support terribly complex HTML basically just a table with columns/rows that may vary based on the data, including having rows that may contain another table.
Any pointers would be greatly appreciated.
Had an expert show me the solution. Here are the steps:
Add the custom field and make it type Rich Text
Develop an invoice template that looks like you want it to look, but put a placeholder string where you want the HTML to go (e.g. HTML_GOES_HERE)
Write a JS scriptlet that will pull the HTML from the record and replace the placeholder. Import it into NetSuite and deploy it
Add a custom action to the form where you view the invoice that will invoke the method in the JS scriptlet
I am trying to investigate if it's possible to build logic into the Web Player so that is able to Create and Change Filtering Schemes using property controls in a Text Area. Currently, this functionality is limited to the Spotfire Analyst only.
At the moment, I am trying to figure out how to populate a drop-down property control as soon as the document is opened with the existing filtering schemes. Does anyone have any pointers on how to do that or if it's even possible?
This is what my end result will look like (after I get all the pieces to work together if it's even possible):
I am using a lotus notes database, where our whole company adds its customer data to it. The search function should give me the customer and when I click it I get more detailed information, which I need for my daily work.
However, I have to search this database and it is quite unreliable in terms of displaying the data and also often because of data insertion errors I do not find what I am desiring.
Therefore, I was wondering if I could export this database to excel and search it through with the filters.
Any recommendations how to do that?
I appreciate your replies!
You could also utilize the native full-text search of Domino : in the [View] menu, click "Search this view".
Select all the rows you want to export.
Do Edit/Copy AS>Table (could be long)
Past in EXCEL you will also get a link to the document in Excel.
This solution is relevant only if you research in few data. You may also build a "clever" view in Notes (exploding spaces for example) and search "start with" which is alway up to date.
I have pulled Notes view information into Excel from the Excel side via VBA - you'd need (to create) a view with all the relevant fields in columns first. Here's some code that worked for me: Accessing Lotus Notes database from Excel VBA - how do I pick up COLUMNVALUES?
I was picking up category subtotals..presumably you want the document contents instead so change the
Set Entry = nav.getNextCategory(Entry)
to
Set Entry = nav.getNextDocument(Entry)
and tweak the VBA code to suit which columns you want... good luck !
I have created a document library with about 20 columns for storing meta data. The client wants to have search on this metadata with a facility to filter the data based on two values. For example we have two date columns(efective date and termination date) and the results that they wanted to see is files which are having the values between effective date and termination date.
Is there any out of the box solution that i can use for this or should i build a custom webpart. If so, can someone please guide me through....
Create your document library, then in "document library settings" click "Metadata Navigation Settings".
This should give you what you want. You can specify which columns to filter data on. You can stack the filters and by default they appear on the left of the page for users to interact with.
We have an InfoPath 2007 form that populates a drop down from a SharePoint 2007 list of Employees. However, when opening the form in the browser (like it is designed to do) it does not alphabetize the drop down. But if i open the form on my computer, it does. Anyone else come across this issue and have a solution to it? I am wondering if it has to do with the indexing of the list, where if opened in the browser, if it sorts by the ID number that is assigned, where when on the computer it sorts by value.
Instead of adding the List as a Data Source, add the Data View XML of the list as the data source.
You can locate the Data View XML of the list by using this URL:
<Site URL>/_vti_bin/owssvr.dll?Cmd=Display&List={<GUID of the List>}&XMLDATA=TRUE&SortField=<Internal name of the Field that you want to Sort>&SortDir=Asc
Use this XML file as the data source in your InfoPath form, the dropdowns will be sorted according to the field you have specified.
Looks like View-based sorting is not supported in browser-enabled form templates because it requires manual hand editing of the view XSL file Refer
Options you have are
Hand edit the xsl
Write custom code on the load event and sort it
For more tricks refer to this link
One good example that works like charm is here