Difference between revisions of "Criteria Template"

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(See Also)
m (added note about rebuilding report)
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'''Example:''' A simple report is built as follows that prompts the user for the first name of a contact when run:<br /><br />
 
'''Example:''' A simple report is built as follows that prompts the user for the first name of a contact when run:<br /><br />
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[[Image:CriteriaTemplate-ReportBuilder.png|link=|400px]]<br /><br />
 
[[Image:CriteriaTemplate-ReportBuilder.png|link=|400px]]<br /><br />
 
The default prompt for the report will appear as follows:<br /><br />
 
The default prompt for the report will appear as follows:<br /><br />
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The resultant report, when run, will contain the criteria section you have defined at the top of the report:<br /><br />
 
The resultant report, when run, will contain the criteria section you have defined at the top of the report:<br /><br />
 
[[Image:CriteriaTemplate-ResultantReport.png|link=|450px]]
 
[[Image:CriteriaTemplate-ResultantReport.png|link=|450px]]
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<br /><br />
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'''Note:''' The Criteria template is not rebuilt when the report is rebuilt.
  
 
==See Also==
 
==See Also==

Revision as of 04:15, 22 August 2013

The Criteria Template section on the Report Template tab of the Edit Report Page defines the criteria section of a custom report template containing the prompt(s) for report parameter(s) when report criteria are used.

The Criteria Template section accepts HTML code. When the Criteria Template is used, the report parameter prompt does not manifest as a pop-up when the report is run, but remains at the top of the page.

Example: A simple report is built as follows that prompts the user for the first name of a contact when run:

CriteriaTemplate-ReportBuilder.png

The default prompt for the report will appear as follows:

CriteriaTemplate-DefaultPrompt.png

Right click on the page and choose the option in your browser that will expose the page HTML source. Then scroll down to and copy the section that contains the criteria table:

CriteriaTemplate-SourceTable.png

Then go to your Edit Report page, select the Report Template tab and paste the HTML code for the criteria table into the Criteria Template section:

CriteriaTemplate-PasteIntoTemplate.png

You can then edit the HTML code:

CriteriaTemplate-EditedTemplate.png

The resultant report, when run, will contain the criteria section you have defined at the top of the report:

CriteriaTemplate-ResultantReport.png

Note: The Criteria template is not rebuilt when the report is rebuilt.

See Also