Difference between revisions of "Criteria Template"
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[[Image:CriteriaTemplate-SourceTable.png|link=|450px]]<br /><br /> | [[Image:CriteriaTemplate-SourceTable.png|link=|450px]]<br /><br /> | ||
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:<br /><br /> | 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:<br /><br /> | ||
| − | [[Image:CriteriaTemplate-PasteIntoTemplate.png|link=| | + | [[Image:CriteriaTemplate-PasteIntoTemplate.png|link=|650px]]<br /><br /> |
You can then edit the HTML code:<br /><br /> | You can then edit the HTML code:<br /><br /> | ||
| − | [[Image:CriteriaTemplate-EditedTemplate.png|link=| | + | [[Image:CriteriaTemplate-EditedTemplate.png|link=|650px]]<br /><br /> |
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]] | ||
Revision as of 09:08, 13 September 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:
The default prompt for the report will appear as follows:
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:
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:
You can then edit the HTML code:
The resultant report, when run, will contain the criteria section you have defined at the top of the report:
Note: The Criteria template is not rebuilt when the report is rebuilt.
