Running a Crystal Report from a Button with Custom Conditions in the Infor CRM (Saleslogix) Web Client

In a previous post I talked about how to run a report based on the current entity from the click of a button.

btnPreview.OnClientClick = @"var oReporting = Sage.Services.getService('ReportingService');
oReporting.showReport('Sales Order:SalesOrder Detail', 'SALESORDER', Sage.Utility.getCurrentEntityId());
return false;"; 

That code calls the showReport method which requires 3 inputs, the report name and family, the main table to add the condition to, and the ID of that table to restrict down to. This work well for most cases, but what if you want to run a report and pass in your own custom parameters? Well you can use a couple of other aspects of the reporting service to do that. Calling the setReportJob requires you to pass in the plugin ID of the report, the main table to restrict and the ID of that table. However instead of then immediately showing the report this method lets you then change the rsf property to be some completely unrelated query to run the report with. The completed sample code looks like:

    btnPreview.OnClientClick = @"var oReporting = Sage.Services.getService('ReportingService');
    if (oReporting) {     
        var pluginId = oReporting.getReportId('Account:Account Detail');
        oReporting.setReportJob(pluginId, 'ACCOUNT', Sage.Utility.getCurrentEntityId());
        oReporting.reportJob.rsf = "{ACCOUNT.ACCOUNTID} = '123' and {ACCOUNT.TYPE} = 'customer' ";
        oReporting._showReport();
    }
    return false;";
ABOUT THE AUTHOR

Kris Halsrud

Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.

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