Criteria Template

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Revision as of 11:34, 21 August 2013 by Arthur Lathrop (talk | contribs)

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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