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Changing report layout based on criteria

Posted on 2006-03-31
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Last Modified: 2010-04-27
Last one for the week I swear! =)

I have a report that summerizes a job with plugged information from the record.

The bottom portion of the page is mainly for invoiceing but the number of lines will change based on the selected client for the job.

So,
If client 1 is selected I would need to print 4 boxes (or blank fields with borders, whatevers easier)
but if client 2 is selected I would only need 1 displayed.

Each box would need its own label as well which varies between all 6 clients.

Thank go they just write this information out,  But they need the boxes in there to see whats being invoiced.

Make sense?
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Question by:Cruizectrl
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Expert Comment

by:lesouef
ID: 16348950
kinda sense...
I think I would use a dummy image representing a square box in a repeated container field, and show all 4 repetitions on the layout, then delete the unwanted subfields according to the amount of blank boxes you need. not really smart though.
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Expert Comment

by:ccazares67
ID: 16357479
You can create a Script that creates related records for you depending on the client you select.

Define a realtionship and do not allow to create related records through this relationship because the records will be already there.

Create a portal with the maximum number of boxes.

So, if client 1 is selected and you need 4 boxes you create 4 records in the related file or table and then you go to the layout where you have the portal. You will se only the records you need
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Author Comment

by:Cruizectrl
ID: 16362646
Am I creating 4 portals?  I'm sorry.. not used to working with them.
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LVL 28

Expert Comment

by:lesouef
ID: 16362748
I think he meant only 1 portal, then 4 records in the related table
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Expert Comment

by:ccazares67
ID: 16362782
lesouef is right you only need 1 portal an the number of records needed for your current client.
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Author Comment

by:Cruizectrl
ID: 16363303
Alright.  I get the part of the portal.. But how do I change the labels per client?  Would I need a seperate form for each?
0
 

Expert Comment

by:ccazares67
ID: 16364362
You only need one layout with a portal and the field with the client name.
You can use the same field where you store the client name and put that field in the layout, in the header or in the body. It will show the Client Name and in the portal will show the related records you need for that particular client.
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Expert Comment

by:lesouef
ID: 16366276
Let us know if you'd like an example file
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Author Comment

by:Cruizectrl
ID: 16367139
Yes.. Example file would be great.. Its Monday.  Any other day I might be able to figure this out.
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LVL 28

Expert Comment

by:lesouef
ID: 16368057
I have a fix for that too, witten in cshell/cmd/java/script/messed/alltogether
if ( current_day == (day_off + 1)) then
(
don't work
)
else (
ask the question to $EE_expert
endif )
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Accepted Solution

by:
lesouef earned 1000 total points
ID: 16368603
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Author Comment

by:Cruizectrl
ID: 16429839
That example helped a ton!  With the label thing, I created 4 fields and lined them up where the boxes would go and just ran a script to change them.  All is good!
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Expert Comment

by:lesouef
ID: 16431744
you wanted them horizontal I guess. ok then. too bad we can't rotate portals!
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