http://www.perfectforms.com/forums/ Forums for the PerfectForms.com Application en Wed, 08 Feb 2012 03:00:22 +0000 http://www.perfectforms.com/forums/topic/populating-report-filter-with-form-data#post-2592 Wed, 18 Jan 2012 19:09:42 +0000 Dennis @ PerfectForms 2592@http://www.perfectforms.com/forums/ <p>What you are describing is drilling down to a specific instance(s) and showing a set of fields from that/those instance(s) in a data list. You will have to drill down by several metrics to find your specific instance. The user can do this manually by clicking the reporting objects, for example: A pie chart with the workflow stages - click Final stage. Perhaps you would then drill down by date range using a filter input reporting object. You can also use wild cards in a filter input object to search for words or names in a field.<br /> If you are building a report for a specific individual and want to drill down programmatically when the report opens use Set Filter objects to drill down by pre-set values.<br /> Please review our free training video on reporting: <a href="http://www.perfectforms.com/training_videos.php" rel="nofollow">http://www.perfectforms.com/training_videos.php</a></p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/populating-report-filter-with-form-data#post-2590 Wed, 18 Jan 2012 16:07:04 +0000 slundy 2590@http://www.perfectforms.com/forums/ <p>What we are trying to do is at the final stage of a purchase order form a report is run automatically that produces a list of users that submitted, approved (or rejected) that particular purchase order. </p> <p>thanks... </p> http://www.perfectforms.com/forums/topic/populating-report-filter-with-form-data#post-2584 Tue, 17 Jan 2012 17:02:31 +0000 Dennis @ PerfectForms 2584@http://www.perfectforms.com/forums/ <p>If I understood why you need to do this I might be able to help. You can drill-down in a report by any metric in your form. The standard function of a report is to filter by form data.<br /> This may help: Data in reporting objects cannot be used in a behavior, but data from form objects can. It is an important distinction because you can use form objects in a report. </p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/populating-report-filter-with-form-data#post-2583 Mon, 16 Jan 2012 19:37:43 +0000 slundy 2583@http://www.perfectforms.com/forums/ <p>Hi, I was wondering if it is possible to populate the filter input on a report with data from a form. example when showing report from form, that forms instance number is in reports filter input </p> http://www.perfectforms.com/forums/topic/changing-column-value-in-a-report#post-2576 Tue, 10 Jan 2012 18:01:26 +0000 Dennis @ PerfectForms 2576@http://www.perfectforms.com/forums/ <p>As you have found, column values in datalists cannot be used in calculations. You had the right thought about redesigning your form (or simply adding a field to it). Once you have published your form changes you can map all of the existing instances to the new published version. Our help guide contains instructions for mapping instances to the new version: <a href="http://www.perfectforms.com/Documentation/manual/html/?fl_mapping_form_instances_to_anot.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?fl_mapping_form_instances_to_anot.htm</a></p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/changing-column-value-in-a-report#post-2575 Tue, 10 Jan 2012 15:49:25 +0000 Peanuts890 2575@http://www.perfectforms.com/forums/ <p>I have a fairly basic report which uses a datalist with 10 columns. Is it possible to alter the value in a column (make it blank) based on a calculation or value in another column. I appreciate I can redesign the form to fulfil this requirement but want to apply it to a report on 150 previous form instances.<br /> Thanks </p> http://www.perfectforms.com/forums/topic/multiple-fields-in-one-column-on-a-report-1#post-2391 Mon, 03 Oct 2011 13:53:42 +0000 imperial 2391@http://www.perfectforms.com/forums/ <p>Ahh thats done the job. Thanks alot for your help. was very tedious but got there in the end </p> http://www.perfectforms.com/forums/topic/multiple-fields-in-one-column-on-a-report-1#post-2390 Fri, 30 Sep 2011 15:26:48 +0000 Dennis @ PerfectForms 2390@http://www.perfectforms.com/forums/ <p>I omitted something in my description, sorry. You need to loop through the helper table until you reach the bottom.<br /> After question 94 go to Set Table Rows and move to the next row of your helper table. then to a simple branch (last behavior successful?). If true loop back to the first simple branch for question 1. If false go to the Set Table Rows object for the read-only table. </p> http://www.perfectforms.com/forums/topic/multiple-fields-in-one-column-on-a-report-1#post-2389 Fri, 30 Sep 2011 10:26:27 +0000 imperial 2389@http://www.perfectforms.com/forums/ <p>Thanks for the above, i have just created this but using only the 1st 2 questions as a test. everything works well with an exception of it is not counting all instances, rather it is only counting the value of the 1st row. we have 117 form instances so i was expecting the Yes &#38; no columns for each question to total up to 117, with this solution i am only seeing 1 in either the yes or no column. do you think i may have missed something here? </p> http://www.perfectforms.com/forums/topic/multiple-fields-in-one-column-on-a-report-1#post-2386 Thu, 29 Sep 2011 18:18:04 +0000 Dennis @ PerfectForms 2386@http://www.perfectforms.com/forums/ <p>First create a connection to your survey form. In the action you need no send parameters and return the caption value for every drop down.</p> <p>In your report add two tables. The first table is a hidden helper table. It has 94 columns, one for each question. The second table should be read-only and have three columns: Question #, Yes, and No. Then you will need to add 188 hidden helper fields: a yes and a no counter field for each question. </p> <p>When the report opens create a behavior that adds 94 new rows to the second table and number the first column sequentially from 1 to 94. To do this use a hidden helper field for the row count. If you don't know how to do this let me know and I can describe it.</p> <p>When the page opens create a behavior that uses a connect to enter the value of each question in all rows of each column of the helper table. Then use a Set Table Rows behavior object to move to the first row of the helper table and use a simple branch (is value in column 1 - current row = "yes"?). If true set the question 1 yes counter helper field with the formula: Value of question 1 yes counter + 1. If false set the question 1 no counter helper field with the formula: Value of question 1 no counter + 1. Then use another simple branch for question 2 and build it all of the way to question 94. </p> <p>After question 94 move to a Set Table Rows behavior object and move to the first row of your read-only table. Then use a Set Field behavior object to set the value of your Yes column - current row with the value of the question 1 yes helper field. Do the same for the no column. Then move to the next row and do the same for question 2. Repeat to question 94. </p> <p>Hopefully that is clear. The concept is simple but will be a bit tedious to build because you are dealing with a yes and a no for 94 questions.</p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/multiple-fields-in-one-column-on-a-report-1#post-2385 Thu, 29 Sep 2011 14:37:38 +0000 imperial 2385@http://www.perfectforms.com/forums/ <p>I have a form that has 94 sepreate questions that each have a yes or no answer within a drop down menu. I would like to have a report, that is in a table format that will list all 94 questions in one column &#38; then would like to have 2 more columns next to this (one titled yes &#38; the other titled no) which will display a count of how many times each question has been answered Yes Or No. Is this possible? as i cannot seem to find a way to pull all the questions into one column! </p> http://www.perfectforms.com/forums/topic/user-access-details#post-2379 Wed, 28 Sep 2011 00:21:00 +0000 singletrack 2379@http://www.perfectforms.com/forums/ <p>thanks for your assistance Dennis </p> http://www.perfectforms.com/forums/topic/user-access-details#post-2378 Tue, 27 Sep 2011 18:34:44 +0000 Dennis @ PerfectForms 2378@http://www.perfectforms.com/forums/ <p>When you embed a form into a web page, you can run JavaScript in that page using the Run JavaScript behavior object. You will need to write a JavaScript for your page to capture the IP and date of your visitor and then call it from the form. Please see our help guide topic about calling JavaScript from a form: <a href="http://www.perfectforms.com/Documentation/manual/html/?fg_calling_javascript_from_a_form.htm." rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?fg_calling_javascript_from_a_form.htm.</a><br /> I have not written a script like this, but a search found several examples easily.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/user-access-details#post-2377 Tue, 27 Sep 2011 03:35:37 +0000 singletrack 2377@http://www.perfectforms.com/forums/ <p>We are operating PF OnPremise v1.18 across a webserver, talking to a Windows SQL db server. Does PF record a history of my user's access, including their IP, date and time, etc? I would like to gather as much information about my customers as possible. This is different to their account details. If so, where can I find these details? </p> http://www.perfectforms.com/forums/topic/excluding-fields-form-data-grid-export#post-2373 Fri, 23 Sep 2011 15:25:55 +0000 Dennis @ PerfectForms 2373@http://www.perfectforms.com/forums/ <p>I will pass on your request to the development team.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/excluding-fields-form-data-grid-export#post-2371 Fri, 23 Sep 2011 00:58:52 +0000 ptyrrell 2371@http://www.perfectforms.com/forums/ <p>I have a Data Grid in a report that has an Open button on each row that allows the user to Open the form that contains the information for that row. I want them to be able to export the list to a .csv file - fine. However, I want to exclude the column with the Open button because it shows the Meta data that is not required in the .csv file.</p> <p>How can I exclude 1 (or more) columns from the built-in generic export? It would be nice if you had a checkbox for each column that said "include in export"... </p> http://www.perfectforms.com/forums/topic/reporting-multiple-forms-into-one-table#post-2337 Fri, 02 Sep 2011 17:30:49 +0000 srogers 2337@http://www.perfectforms.com/forums/ <p>Without being able to include more than one datasource in a single data grid (or form connections in a table), this will become unworkable as the number of forms to include increases. </p> http://www.perfectforms.com/forums/topic/reporting-multiple-forms-into-one-table#post-2336 Thu, 01 Sep 2011 20:59:04 +0000 Dennis @ PerfectForms 2336@http://www.perfectforms.com/forums/ <p>As I suggested in a recent post, you can filter multiple data sources in a report by using a form object. For example you can use a drop-down or a table and populate it using a form connection. When you choose an item from the drop-down use a set filter behavior object for each datasource on the page. Filter by the value in the form object.</p> <p><a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/child-form-buttons-on-report#post-2334 Thu, 01 Sep 2011 20:50:58 +0000 Dennis @ PerfectForms 2334@http://www.perfectforms.com/forums/ <p>The child form is a different datasource. You can have more than one datasource per report page, but they will not respect the dynamic filtering of objects reporting on different datasources.<br /> I recommend that you use a form object in the report. For example you can use a drop-down or a table and populate it using a form connection. When you choose an item from the drop-down use a set filter behavior object for each datasource on the page. Filter by the value in the form object.<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/reporting-multiple-forms-into-one-table#post-2333 Thu, 01 Sep 2011 19:02:16 +0000 srogers 2333@http://www.perfectforms.com/forums/ <p>Finding a solution to allow multiple datasources apply to a single table/data grid would be a big value multiplier for us. Hopefully a method to do this can be determined!! </p> http://www.perfectforms.com/forums/topic/child-form-buttons-on-report#post-2332 Thu, 01 Sep 2011 18:55:05 +0000 srogers 2332@http://www.perfectforms.com/forums/ <p>Hello,</p> <p>I have a report that summarizes the instances of a particular form. This form has two different child forms associated with it. By selecting "Meta - Link" in the datasource, a data grid displays a nice convenient button to open the form instance, but I cannot find a way to do the same with the form's child instances. I've tried saving the child instance ID into a helper table and importing that with the data source, but I just get the instance ID string, not a nice button.<br /> Any way I can do this? </p> http://www.perfectforms.com/forums/topic/report-layout#post-2244 Thu, 23 Jun 2011 23:26:42 +0000 Dennis @ PerfectForms 2244@http://www.perfectforms.com/forums/ <p>Are you talking about addendum pages in the print, or simply printing all of the pages in your form? Addendum pages will print to accommodate for data that does not fit on the page (hidden by scroll bars). Addendum pages will print without format. Any objects can be hidden/shown before printing regular form pages .<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/report-layout#post-2242 Thu, 23 Jun 2011 12:00:01 +0000 mrordaz 2242@http://www.perfectforms.com/forums/ <p>I'll content myself with the PDF output but the output where the header is only executed on the first page is not acceptable. Is there a way to have a headers which repeats itself on every page? </p> http://www.perfectforms.com/forums/topic/report-layout#post-2238 Wed, 22 Jun 2011 20:58:48 +0000 Dennis @ PerfectForms 2238@http://www.perfectforms.com/forums/ <p>Printing is how I have described. The PerfectForms print functionality will produce a PDF. You can choose to print and/or save the PDF. If you do not want buttons to appear on the print, the state of the objects must be changed to hidden using set state behaviors. </p> http://www.perfectforms.com/forums/topic/report-layout#post-2233 Wed, 22 Jun 2011 09:06:36 +0000 mrordaz 2233@http://www.perfectforms.com/forums/ <p>Exactly sir, printing requires me to save it first to PDF (as it is the only option with this development platform) and use another application such as Adobe Reader to open the PDF and have it printed. Is this the only way PF provide for printing reports?<br /> With regards to the setting the state behavior of objects, I understand this process, what I was asking is if this is really how it is done? Do I need to hide buttons? can't I just say print the report (populated from a form) and PF will have that report printed, skipping pages and repeating headers set on the layout on every page thereafter. </p> http://www.perfectforms.com/forums/topic/report-layout#post-2230 Tue, 21 Jun 2011 16:44:57 +0000 Dennis @ PerfectForms 2230@http://www.perfectforms.com/forums/ <p>There are free on line training videos which can be found at <a href="http://www.perfectforms.com/training_videos.php." rel="nofollow">http://www.perfectforms.com/training_videos.php.</a> There are videos on many topics including reporting.<br /> If you use a print behavior or print button in the report, it will print directly to PDF which can be saved or printed to hard copy. If you want to hide specific objects on the page, it can be done using set state behavior objects. As your requirements increase, your knowledge and proficiency with the tool will have grow.There are extensive resources available including the online help guide and training videos. If you require more personalized assistance PerfectForms offers personal training targeted at specific needs as well. Contact you account executive for details. </p> http://www.perfectforms.com/forums/topic/report-layout#post-2229 Tue, 21 Jun 2011 09:35:45 +0000 mrordaz 2229@http://www.perfectforms.com/forums/ <p>I don't understand how Report works. I was thinking this is where I design a layout for my report which I just call, after populating (i.e. table inside report), based on retrieved data from a table in a form. Unfortunately, when I do a print, it just prints the report "straight through" meaning, the layout (headers and margins) only applies to the first page (moreover, buttons inside the report are also included in the print out).</p> <p>I was also hoping I can specify whether to have the report printed or saved to a pdf file.</p> <p>(Or is this a purely "on screen" development platform to not cater to reporting requirements as systematically necessary to any business application???) </p> http://www.perfectforms.com/forums/topic/report-printing#post-2227 Tue, 21 Jun 2011 03:53:33 +0000 mrordaz 2227@http://www.perfectforms.com/forums/ <p>Thank you. I was referring to PF printing directly into the printer instead of having it routed to a PDF file. </p> http://www.perfectforms.com/forums/topic/report-printing#post-2223 Fri, 17 Jun 2011 14:53:51 +0000 aanzelc@perfectforms.com 2223@http://www.perfectforms.com/forums/ <p>Report printing has been available for quite some time. In your toolbox, you will find a 'Print Button' object. Please refer to the user guide for more detail on print button properties. Ref: <a href="http://www.perfectforms.com/Documentation/manual/html/?fl_print_button_properties_refere.htm" rel="nofollow">http://www.perfectforms.com/Documentation/manual/html/?fl_print_button_properties_refere.htm</a><br /> Good luck,<br /> Aaron<br /> <a href="http://www.perfectforms.com/">Workflow software, </a><a href="http://www.perfectforms.com/">Process software, </a><a href="http://www.perfectforms.com/">Procedure software</a> </p> http://www.perfectforms.com/forums/topic/report-printing#post-2222 Fri, 17 Jun 2011 06:09:33 +0000 mrordaz 2222@http://www.perfectforms.com/forums/ <p>is this possible already? </p>