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' ";
    return false;";

Kris Halsrud

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


  1. I am trying to use this code with a dynamic value.. I got it to work with a hard coded value as you can see in the commented out .rsf line.. I can get the variable to come through with the same format but the report fails after it starts to run. Runs as expected with the commented out line.. Have you run this code with a variable as opposed to a hard coded value?

    btnFcstReport.OnClientClick = @"var oReporting = Sage.Services.getService('ReportingService');
    if (oReporting) {
    var ccSvc = Sage.Services.getService('ClientContextService'); 
    var acctmgrID = ccSvc.getValue('userID');
    var str1 = '\\' + '\'' ;
    var str3 = '\\' + '\'' ;
    var str2 = acctmgrID;

    var pluginId = oReporting.getReportId('Opportunity:Individual Forecast Report');
    oReporting.setReportJob(pluginId, 'Opportunity', Sage.Utility.getCurrentEntityId());

    oReporting.reportJob.rsf = '{OPPORTUNITY.ACCOUNTMANAGERID} = str1.concat(str2).concat(str3); '; //This line starts the report but bombs at 75%
    // oReporting.reportJob.rsf = '{OPPORTUNITY.ACCOUNTMANAGERID} = \'U6UJ9A00000K\' '; //This line returns filtered values as expected

    return false;";


    • Hi Steve,

      You’ll need to mix a combination of single and double quotes. Try something like this:

      oReporting.reportJob.rsf = ‘{OPPORTUNITY.ACCOUNTMANAGERID} = “‘ + ccSvc.getValue(‘userID’) + ‘”‘;

      Also, if you open the dev tools and check the network tab you can see how it is sending the request values and also (on a separate item in the network tab) the specifics of the error that is coming back.


Submit a Comment

Your email address will not be published.

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!