I have a few reports that need to be sent form hourly certain intervals during the day.
I know how to schedule burst jobs and they send out fine, but i am being tasked with sending that same exact thing to "CC" that persons mananagerl1 and managerl2
Lets say part of the email table looks like
Name | mgr1 | mgr2 | email | mgr1eml | mgr2email
normally i burst to email and group by name
how would i burst to all three emails without having to create 3 different reports?
It's been a while, but I think you can do it this way:
Use a comma delimited string for your email addresses:
blah#blahblah.com,foobar#foobar.com,...
Set your burst property to email addresses (Report Studio > File menu > Burst Options > Burst Recipient > Type).
To burst multiple groups with different hierarchies without creating multiple reports
For example,
a sales report with three levels of reporting -- branch managers, supervisors, and sales reps
The branch managers need to see the supervisors and sales reps that belong to them
The supervisors need to see the sales reps that belong to them
The sales reps should only see the orders that belong to them
So if we had 2 branch managers, each with 3 supervisors, and each supervisor has 4 sales reps
We would need to burst the report 20 times with 3 different groupings
This could be done with 3 reports or with 1 report that has 3 views
Solution
Create a prompt page with a value prompt to define the different groupings that will be used
Start with one list that includes all of the groupings that will be needed
Add to the query a data item for burst group and recipient
Define the data items based on the prompt page variable that defines the grouping
Create different list (from the same query), one for each group (at any hierarchy), grouping by the new data item
As a suggestion, for each list - use a text item to control the column heading. Or you could make a data item for the headings as well
Create a string variable based on the prompt variable
Render each list based on the variable from the prompt
Create a view from the report for each burst requirement
Set the prompt value for each view
Schedule the views
Any changes to the report will be seen in the views so you only have to maintain one report
You might want to try creating a job, then add the views to the job so you only have to schedule the job
Related
We want to have a sales order dashboard where we only show orders for certain sales people based on the logged in user. For example, we have sales people BB and CR who share an assistant TP. BB can see his orders on the dashboard. CR can see his orders on the dashboard. TP can see orders for both of them on his dashboard. We also have people outside of sales who need to see all orders. We want to do all of this without having to create a bunch of custom dashboards. We wanted to maintain 2 dashboards - one filtered one for sales people and one unfiltered one for everyone else.
We have gotten close to solution by using a generic inquiry. We created custom fields on the salesperson that point back to a logged in user (UserID1 and UserID2). Multiple custom fields were used because a single sales person could be visible to 2 people. We then joined SOOrder to SalesPerson inside our GI. We then wanted to join the Users table on (SalesPerson.UserID1 = Users.PKID AND SalesPerson.UserID1 = #me) OR (SalesPerson.UserID2 = Users.PKID AND SalesPerson.UserID2 = #me). That would allow us to create a filter where Users.PKID is not null to limit the view for sales people and then not use any filter on the non-sales dashboard.
The problem is that #me is not available on the Relations section. It is only available on the conditions section. We tried to just have the join of SalesPerson.UserID1 = Users.PKID or SalesPerson.UserID2 = Users.PKID and then creating the condition for the #me portion. The issue there is that it only shows records with a match. That won't work for non-sales people.
Is there some way to include #me or an equivalent on the relations tab? Any better way to accomplish this?
Built-in variables like '#me' aren't well documented which raises questions about support of this feature.
Try this instead:
In generic inquiry TABLES tab, add table 'PX.Data.AccessInfo'.
In PARAMETERS tab, add a new parameter (ex: 'P1') and set the Schema Field value to 'Accessinfo.UserID' (use 'Accessinfo' or the alias for that table declared in TABLES tab).
In the RELATIONS tab in the join condition Child Field you can reference the '[P1]' variable.
Accessinfo DAC contains current record of the logged in user and reflects the information you see when you click your profile in the top right of Acumatica pages. If the solution doesn't work right away you can debug it with the Request Profiler page to look up the generated SQL query for the GI.
I've built a SharePoint calendar that I'm using to track employee vacation time. The employee logs into a PowerApp, enters their information (including the amount of hours they are requesting off) and clicks a submit button. When the submit button is clicked a flow is triggered which generates a "Send an Email with options" to obtain the manager's approval.
What I'm trying to do is total the number of hours that an employee has already taken off for the current calendar year. I need an action that will reference the same list and find all items where the:
Start Date is in the current calendar year
Employee Name is the same as the employee requesting the time off
Status = Approved
And return the sum of the Total Hours Used column for the approved entries for that particular employee.
The idea is that the email that is sent to the manager should tell the manager how much time the employee has been approved to take off so far this year.
I started to construct a Get SharePoint Items action, however, I'm not sure if it will work. Here is what I have:
Anyone have any thoughts?
You have to iterate through all the items & sum it up using Apply to each, Compose and Increment variable pieces together. Read more
For detailed learning - Iterate and get all items from a SharePoint Large List or Library using Microsoft Flow (no-code solution)
Is there a way to create promotions in Netsuite 2016.1 so that items can have individually lowered prices? I know how to reduce items by percentages and how to set a flat price for all items, but I'm trying to allow individual items to have different temporary prices. Does Netsuite have this capability, or should I begin creating it via SuiteScript and custom records/fields?
Thanks!
Try the pricing groups feature of NetSuite. This lets you set a custom price for a set of items, which can then be assigned to various customers. This is primarily meant for negotiating prices with a large customer.
You might be able to use this feature to set temporary prices by switching the pricing group on and off for different customers with a script.
I am not aware of any way to temporarily set specific prices.
A thing I've done in the past was to create a set of custom fields and scripts that did the following for a Daily Specials program.
Take a group of products and copy their current on-line price to another field;
Update their online prices to a pre-determined value
assign them to a "Daily Specials" category.
set a custom checkbox field so that the item thumbnails could be easily bannered in a category list
A daily batch inspected a configuration table for that day's specials. It cleared all the current specials(prices back; remove from category; clear checkbox) and then assigned that day's specials.
this was driven by a table that allowed the product manager to schedule products based on seasonality and availability.
I have a requirement to fulfill where i have to fetch data from the data source.. In that the number of pages in a report might vary due to the number of times the customer has purchased. Basically Customer Number is the primary Key and based on the Customer Number the report will run and each invoice will be in a different page. The template of invoice will be same except for few values. It is in pdf format..
My question is how can i create a report in such a way it takes the default template and creates many invoices based on the number of invoices present .....
Go to Page Explorer and add a Page Set.
Set Query property for your page set
Put your page inside set
Set proper Grouping and Sorting property for your page set.
I have a View in Lotus notes by formula.
The View is as follows by Org Exec \ Organization \ Total Headcount
I have a "show twistie when row is expandable" enabled and "Categorized" selected as Type for the column "Org Exec" & "Organization"
For example data looks like this: Marshell Rodrigues \ Tester \ 100
However my problem is that tester has the list of 100 people within it and i do not want to show that level of details in the view? I want Organization not to show the list of people within it.
I tried the Hide detail row on the Organization column properties but that does not work it still shows data within the organisation in the view
any ideas or suggestion ?
What is the purpose of the view?
I am trying to Export this View in Excel Using ODBC Connection Thus i want the details at a higher level
What kind of documents are in the database?
Each employee has his record in the database with his details liek organization , execs, headcount name, serial number .
What kind of information should be displayed ?
Like i said the information to be displayed need to be at a high level for example :
Give me All Organization Execs by Organization Total Headcount (i just want the total number i do not want to see a drill down on thoes numbers in the view)
Example if Org "abc" has 10 headcount i just want it to display 10 ... i do not want to see who thoes 10 people are.
and from which docs does the info come from?
All the docs have a fields named Org Execs and Organisation and Headcount(were Headcoutn can be 1 if working and 0 if not working for individual month)
What are the column formulas?
Select form = "xyz" ....
Columns Org Execs \ Organization \ HeadCount (All 3 are fields in each record)
I would call that a "roll-up report", but views in Lotus Notes are not reports. They are designed to give users access to documents. Summarizing data (with totals, percentages, etc.) is just an additional feature that was thrown in on top of the functionality for accessing documents.
There are a variety of reporting products for Notes, and they are designed to do what you want. You might want to look into them if you have a lot of similar requirements for a lot of different views.
There is also a way that you could do this with ReaderNames fields and an ID file that does have access to the database but doesn't have access to the documents. Categories that are "empty" (i.e., contain no documents) will show up for a user, but this is a hack and not the right way to approach the problem. I really do not recommend it. (It will probably only work for viewing anyhow. I doubt an export will actually work in this setup, though I confess I've never tried it, and maybe it will.)
If this is just a one-off job, my suggestion would be to write an agent to collect the summary information that you want and either create summary documents in a folder, which you could then export and delete; or to have your agent directly write the data to Excel.