http://www.perfectforms.com/forums/ Forums for the PerfectForms.com Application en Wed, 08 Feb 2012 03:50:23 +0000 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-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-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-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-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-1830 Mon, 29 Nov 2010 18:21:40 +0000 TWenzel 1830@http://www.perfectforms.com/forums/ <p>Is there a way to combine multiple data sources (with consistent data elements) into one table within a report? </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-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-398 Mon, 18 May 2009 18:54:50 +0000 ccapra 398@http://www.perfectforms.com/forums/ <p>I know there was talk about the ability to print a report, in either a recent release or an upcoming one. Where is that at now, is it there &#38; I just can't find it, or is it still on the way. &#38; if it's coming, when?</p> <p>Thanks! </p> http://www.perfectforms.com/forums/topic/reporting-auto-populating-the-display-name#post-2178 Thu, 19 May 2011 08:32:01 +0000 Billpage17 2178@http://www.perfectforms.com/forums/ <p>Hi </p> <p>When setting up a new report - selecting a form as the data source, is there any way of auto populating the display name e.g. using the form "name" field?</p> <p>Bill </p> http://www.perfectforms.com/forums/topic/total-number-of-instances#post-2156 Fri, 06 May 2011 13:30:13 +0000 renee 2156@http://www.perfectforms.com/forums/ <p>Is there a way to get the total number of instances for my reporting?</p> <p>I'm trying to generate a Random winner for a contest using the Random function and I want to set the Maximum value to be the number of instances... I could just go look at the last Instance Number but I've come across this a few times during form building so I was wondering if there was a way that I could pull it dynamically instead.</p> <p>Thanks! </p> http://www.perfectforms.com/forums/topic/printing-all-rows-in-a-data-grid#post-1990 Thu, 03 Mar 2011 03:36:33 +0000 ptyrrell 1990@http://www.perfectforms.com/forums/ <p>I'm populating a Data Grid with information that means that there are more rows than visible in the initial Report view. You can page through and view all of the rows. However, I have a print button on the report and, if you print it, you will only get the rows that are visible on the initial view.</p> <p>Is there any way to print all of the rows in the Data Grid - not just those that are visible? </p> http://www.perfectforms.com/forums/topic/form-submitter-metadata-and-status#post-2033 Fri, 11 Mar 2011 05:06:41 +0000 mnakane 2033@http://www.perfectforms.com/forums/ <p>I'd like to create a report which shows , who submitted how many of the specific forms and how many are still open on Pie chart.</p> <p>but the Datasource for forms doesnot have the metadata for form submmitted/workflow initiator info and status metadata (Close /Open).</p> <p>How can i handle the form initiator and form status (not stage) on report? </p> http://www.perfectforms.com/forums/topic/drill-down-on-a-data-source-with-a-metric-from-a-different-data-source#post-1889 Tue, 28 Dec 2010 23:08:52 +0000 Dennis @ PerfectForms 1889@http://www.perfectforms.com/forums/ <p>A common question is: "How do I drill down in a report based on a metric from a separate data source?" It is a good question because the reports in PerfectForms can only have one dynamic data source per page. In other words, you can have reporting objects reporting on many data sources on one page, but those objects can only respect the dynamic filtering commands for one data source.</p> <p>So how do you drill down by a metric from Form A in a report on Form B? Here is how I would do it:</p> <p>I would populate a table on the report with the critical metric(s) from Form A. Drag in a text input field for every descriptor that you might use. For example, if you think that you might want to drill down by as many as 6 separate descriptors, then place 6 text input fields on the report. Each text input field should have a button next to it (I would label the buttons "Sort By Requirement 1", "Sort By Requirement 2", etc...). Each of these buttons will have a behavior when clicked. The behavior will be set field (the field next to the button) with the value in the current row of the table row , then a set filter object. The set filter object should filter your Form B data source, and for the value use the text input field next to your button. </p> <p>Below that place a data list for Form B. This Data list can have as many columns as you want, but should definitely include a meta-link. You can use any other reporting objects that might suit your needs. I would also make sure to place a clear filter button on the report page. </p> <p>The user will be able to highlight a descriptor in the table and click the Sort By Requirement 1 button and the rest of the reporting objects on the page will drill down by that metric. The user could then select another descriptor on the table and click the Sort By Requirement 2 button, etc… </p> http://www.perfectforms.com/forums/topic/form-fields-not-populating-on-data-source#post-1876 Tue, 14 Dec 2010 18:27:02 +0000 sayli.kulkarni 1876@http://www.perfectforms.com/forums/ <p>I have created a form and published it. I am trying to use this form as a data source for a report, But I do not get the form fields on the data source. Not sure if I need to do something else other than publishing the form </p> http://www.perfectforms.com/forums/topic/data-grid-problem#post-1855 Fri, 03 Dec 2010 08:47:18 +0000 mowanski 1855@http://www.perfectforms.com/forums/ <p>i have a data grid the first column is Date Submitted,No. of days since it was submitted, the third column is days had been Delayed the quota is only 3 days.i need to show in the third column how many days the process is delayed after 3 days..i have a problem in getting in computing the third column </p> http://www.perfectforms.com/forums/topic/table-reporting#post-1441 Wed, 19 May 2010 09:40:39 +0000 imperial 1441@http://www.perfectforms.com/forums/ <p>When reporting on drop-down menus within a table i only have the option to display the assigned values &#38; not the caption. is this normal behaviour? </p> http://www.perfectforms.com/forums/topic/sorting-on-alphanumeric-order#post-1774 Tue, 09 Nov 2010 13:22:11 +0000 Peanuts890 1774@http://www.perfectforms.com/forums/ <p>I have a report which is basically a data list of fields from the form I'm reporting on. I am trying to sort the report on a field (called PLA number)which is basically in the format of PLAnnnn. eg. PLA999, PLA1000, PLA1001 etc. I'm sorting on descending order and obviously get PLA999, PLA1001,PLA1000 as it is alphanumeric. I've created a new hidden field called PLA# and made it a substring of the PLA number field as follows:<br /> Substring(PLA number,3,5). Un-hiding this field on the report appears to show the correct values, ie 999,1000,1001, however trying to do a sort on descending order appears not to work or indeed do anything. I've even tried bringing the field unhidden to the first position in the data list.<br /> Any help would be appreciated. </p> http://www.perfectforms.com/forums/topic/distinct-values-to-data-grid#post-1765 Fri, 05 Nov 2010 14:53:51 +0000 sayli.kulkarni 1765@http://www.perfectforms.com/forums/ <p>How can get a distinct row based on a column in the Data grid when the data is populated from the data source? </p> http://www.perfectforms.com/forums/topic/reporting-query-based-on-a-form-and-directory-service#post-1731 Wed, 20 Oct 2010 19:20:41 +0000 sayli.kulkarni 1731@http://www.perfectforms.com/forums/ <p>I have a set of records from Active Directory set in a Directory Service and I also have another set of records in a form. I have to filter the records that are in the form FROM the Active Directory. For Example my AD has data like a, b, c, d and e. And my form has data like a, b. I want to create a report that will populate records of data like c, d and e. That is subtract form data from the active directory record. </p> <p>Thanks for help in advance. </p> http://www.perfectforms.com/forums/topic/reporting-specific-stages#post-1711 Thu, 14 Oct 2010 21:20:50 +0000 bcoelho1 1711@http://www.perfectforms.com/forums/ <p>Hey All,</p> <p>I have a report I'm currently working on that requires the reporting of an issuance, review, and the approval/rejection stages of the related form. How can I apply this to both a data grid and a bar chart? Seems like it should be relatively simple, maybe I'm missing something?</p> <p>Thanks! </p> http://www.perfectforms.com/forums/topic/condition-logic-for-data-display#post-1707 Tue, 12 Oct 2010 15:47:53 +0000 tsyrell 1707@http://www.perfectforms.com/forums/ <p>Hi Folks, </p> <p>I'm attemtping to modify a report and display a date that was recently added to a specific form. Our form is for tracking incidents, and we recently added a 'closed date' to go with the closed status. What I'm trying to do is modify the incident report to display either the closed date if it exists, or the Meta Data - Last Submission Date as that will closely approximate the closed date for older instances. I don't see any way to put conditional logic on the display field. Amy I missing something? Is this possible or do I need to look at an alternative approach?</p> <p>Thanks </p> http://www.perfectforms.com/forums/topic/sending-back-survey-results-via-email#post-1698 Fri, 01 Oct 2010 13:40:20 +0000 Billpage17 1698@http://www.perfectforms.com/forums/ <p>I previously used Quask Forms Pro - and you could have an email sent for each survey response, containing all of the response data.</p> <p>Can I do the same in Perfect Forms? I would like to receive an email containing the respondents data, each time a survey form has been completed.</p> <p>Thanks,</p> <p>Bill </p> http://www.perfectforms.com/forums/topic/survey-reports-for-clients#post-1697 Fri, 01 Oct 2010 13:34:24 +0000 Billpage17 1697@http://www.perfectforms.com/forums/ <p>I have a client that I will be producing a survey for - they want to be able to see results reports on demand e.g. view a link at their discretion to see how the survey is going and what the results look like.</p> <p>They do not want to sign up for an account etc.</p> <p>How can I supply them with the information, without having to go to the hassle of downloading a .csv or printing my own reports, as they want to look at the reports whenever they want to.</p> <p>Thanks for the help.</p> <p>Bill </p> http://www.perfectforms.com/forums/topic/date-period-falling-within-search-date-range#post-1647 Tue, 24 Aug 2010 12:22:21 +0000 Peanuts890 1647@http://www.perfectforms.com/forums/ <p>I have a report which shows all employees holiday applications. These forms have a "From" and "To" date of their holidays.<br /> Trying to apply a date range filter with a start date and end date. Got it to work basically where there is an "exact" match, ie From/To dates match Start/End dates. The trick I need to achieve is to show on the filtered report all employees who have AT LEAST ONE DAY of their holiday period falling in the Start/End filter dates. Just can't get my head round the logic involved.<br /> Thanks </p> http://www.perfectforms.com/forums/topic/reporting-on-prior-version-instances#post-1626 Wed, 11 Aug 2010 15:17:32 +0000 TWenzel 1626@http://www.perfectforms.com/forums/ <p>How do we ensure that a reporting data source form uses all prior versions? When establishing a data source for reporting, it appears that only instances created from the most recently published form is being presented. </p> http://www.perfectforms.com/forums/topic/totalling-data-grids#post-1545 Mon, 05 Jul 2010 08:22:42 +0000 dtaylor 1545@http://www.perfectforms.com/forums/ <p>I have a data grid which contains two numeric columns which are generated from users inputting data into a form. I need to write something which can total these two columns separately. I have tried adding a behaviour and then a formula but the columns in the data grid are not available from the formula listing. </p> http://www.perfectforms.com/forums/topic/filter-operator#post-1468 Thu, 27 May 2010 15:41:06 +0000 schaferdg@yahoo.com 1468@http://www.perfectforms.com/forums/ <p>Report Question: I would like to use a date grid to add numbers between two dates.<br /> I have entered a dates in Column 1 and a numbers into Column 2. I want to filter by date so I added a button and made a behavior to filter my data source. I have selected operator of "range" then selected formula. In the formula I have selected the funtion of date difference. I have added two date ranges from my Column 1 and put the unit value to "d" for days. Then when I run the report and press the button I do not see the filtor working. The plan then was to add a value report command off of Column 2 to get the sum Column 2.<br /> Thanks </p> http://www.perfectforms.com/forums/topic/deleted-items-still-showing#post-1483 Mon, 07 Jun 2010 10:16:25 +0000 imperial 1483@http://www.perfectforms.com/forums/ <p>Is it normal behaviour for deleted items/ pages to still show in the datasource when building reports for a published form? </p> http://www.perfectforms.com/forums/topic/update-data-list-name-via-behaviors#post-1335 Tue, 06 Apr 2010 17:17:34 +0000 jasoncmcg 1335@http://www.perfectforms.com/forums/ <p>(When exporting a data list to csv, the file takes on the name of the data list.) </p> <p>I'd like to be able to autoname the data list based on the filters being used. </p> <p>The 'name' property does not appear to be availble from the 'set property' behavior. <strong>Is this property available through a different approach, or called something different from the 'set property' behavior?</strong> </p>