I created a custom inquiry report in Visual Studio with the export to Excel button enabled. The page has a simple date filter.
All the values are exported correctly but we need to add the filter information to the document. This should be possible as Generic Inquiries print the parameters in the top of the sheet.
How can I either add the filter info to the document sheet or add the selected date to the filename?
Note: This is for an Acumatica custom inquiry page using the Acumatica Framework.
To export both parameters and results from an inquiry screen to Excel, you should decorate your BLC with DashboardTypeAttribute or one of its successors, like TableAndChartDashboardTypeAttribute and TableDashboardTypeAttribute.
The InventorySummaryEnq BLC serving Inventory Summary screen (IN401000) is decorated with TableAndChartDashboardType to export parameters and results to Excel:
[PX.Objects.GL.TableAndChartDashboardType]
public class InventorySummaryEnq : PXGraph<InventorySummaryEnq>
{
...
}
Currently supported widget types (parameters of the DashboardType attribute):
0 - Table (default)
1 - Wiki article
2 - Task
6 - Table with owner and workgroup
7 - Calendar
8 - Generic Inquiry
20 - Chart
You can pass your data to gridview, and set gridview.Caption as filter info, use convert gridview to excel function. See this http://www.codeproject.com/Tips/477436/Export-Gridview-Data-to-Excel-in-ASP-NET for details
Related
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:
I am creating a leave system for my company through Sharepoint. I tried customizing the edit form using powerapps. So when I fill all the records in edit form as shown in powerapp.png, and click on save button as in normal sharepoint form, my fields get reset to their defaults and i get 'entry required or invalid value'(see the attachment named 'powerapp.png') and the item isn't added to my sharepoint list.
However the record does get added to list if using normal sharepoint form as shown in normal_sharepoint.png.
Note: I have created a custom text field in powerapp.png which calculates me the leave days excluding weekdays and weekends. ( this is a major requirement)
Also I have enabled content-approval in my sharepoint list because the item is sent to manager for approval. Hence a content-type data field equal to 'Item' always shows up when I open the edit form in normal sharepoint and some unique id is autogenerated. However I enabled the content type field in powerapps too but still the same error.
powerapp.png
normal_sharepoint.png
You need to ensure you have filled out all the fields as those asterisked are Required fields.
Also on the datacard of each of the fields on powerapps, you can change the required property to false if any of the fields is not cumpolsory
I have an entity which has around 15 fields on it. When users download the data import template, all the 15 fields are included and displayed in Excel (as expected).
I would like to hide/exclude some of these fields as they are only populated
at a later stage. I believe CRM uses the main form of the entity to create the template (I stand corrected on this).
Is there a way to generate the template based on another form? or achieve the above with some work around?
Thanks in advance
Update
I could not completely achieve what I wanted, but implemented a work around.
I ended up exporting the template, removing columns I wanted to hide from the user and then placing the new template in a central location for copying and importing.
They are generated based on your current view. Create a new view by selecting only fields you want or do an advanced find by adding only columns you want and then export.
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.
I've created a custom field type based on SPFieldLookup. When I use SharePoint's "Export to Spreadsheet" function, however, it's not rendered correctly.
For normal lookup fields, only the Lookup Value is rendered. For my custom field, the string representation of the lookup value is used (i.e., "1;#My Lookup Value").
Is there a way to change the custom lookup field so that it will render only the Lookup Value when exported to a spreadsheet?
I'm not sure if its possible to do what you want.
Here's a note from the SPFieldLookup documentation on MSDN:
Notes to Inheritors: In Windows SharePoint Services 3.0, columns based on custom field types do not appear in Datasheet view and are not included when you export a list to a Microsoft Excel spreadsheet.
Maybe you can look into the DisplayPattern element in your fldtypes_XXX.xml