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Page History: Drill Down Reports

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Page Revision: Wed, 22 Aug 2012 14:12


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General Information

Drill Down Function: Any report can be a drill down report. Check the DrillDown Mode box in Message Control and click Preview to create a drill down report.
Drill Down Box

Drill Down Box


Adding Drill Downs

A Custom CID or other customized report/form can have drill downs added to it by adding some code into the expression's properties.

1. Select the custom form you want to customize and click the Customize button.

2. Double click the field you want to add a drill down to.

3. The code goes into the User Data section on the Other tab of Field Properties (the Field Properties screen pops up when you double click a field).

4. Click the Edit User data button to fill out the drill down code.

Drill Down Properties

Drill Down Properties


5. The template for creating a drilldown is: *:URL = vfps://do showscreen with <<keyno>>,'TYPE',<<docno>>,<<cid>>

Example

*:URL = vfps://do showscreen with <>,'ORG'

In that example the last two variables are not needed because custid (the keyno) is unique. The expression for the keyno (or docno or cid) is the same as it is in the report.

Use the keyno if you have it, then you don't need the CID. Some can work with the docno, some can't.

TYPE can be the following:

TASK - Task Entry screen

PO - Purchase Order screen

RFQ - Quote screen

SO - Sales Order screen

NOTES - Notes screen

BPO - Vendor Bid screen

ARINV - AR Invoice Master

MSN - Project Control

ASSET - Asset Info

ORG - Organization screen

ITEM - Item Master

CONT - Contact screen

ECR - ECR screen

APINV - AP Invoice Master

PWO - Production Work Order

NOTE: Make sure you close the TYPE with single quotes.



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