How to add a Visibility option that defaults to 'collapsed'


I'm trying to toggle a group so that by default the group is collapsed.  When I try to set the following Visibility option:

          Display can be toggled based on this report item.

.... I can't seem to get the correct report item.  Consider the picture below.  

What report item should I use to cause the CUSTNMBR group to be collapsed?

I'd also like to display just the first row of that customer's information on the line marked in red.  The red circle shows where the expand / collapse should appear.

Thanks in advance
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Megan BrooksSQL Server ConsultantCommented:
It's easier if you start by assigning a name to the text box in which you want the toggle icon to appear. If you click to select the text box in the designer, you can change the name in the properties window (F4 key). In SSRS 2008, though, make sure you select the text box and not a placeholder (you can tell from what the properties window says). You can also adjust the "Initial toggle state" if the wrong icon is displaying initially (+ instead of -, for example).
You can also right-click the text box and select "Textbox properties," and then change the name there. Given the quirkiness of the 2008 designer, that's probably easier, but you can't change the initial toggle state that way..
Once you have the toggle textbox named, you can set the "toggle item" for whatever you want to hide. Just pick the text box name that you just set from the toggle item drop-down list. In this case I think you want to hide the "details" group.
  1. Right-click the details row group at the bottom of the designer
  2. Select "Group properties"
  3. Select "Visibility"
  4. Select "Hide"
  5. Check "Display can be toggled by this report item"
  6. Select the toggling checkbox name from the list, the one you set above.
I am assuming that you want the group header to remain visible and you want to be able to drill down to the details by clicking the toggle item and showing the details row. Is that right?
You can also toggle row visibility as an alternative to changing group visibility, so you could hide the details row instead of the details group. That would be more useful if you wanted to hide just one of several detail rows, though.

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John500Author Commented:
>>  I am assuming that you want the group header to remain visible and you want to be able to drill down to the details by clicking the toggle item and showing the details row. Is that right?

yes sir and thank you !

However, can you take a look a the images below.  I'm getting an error based on the steps above.


John500Author Commented:
I got this to work.  I did something wrong and I don't even know what it was.

Thanks a lot !
Megan BrooksSQL Server ConsultantCommented:
The error message is strange. I don't see any scoping problem. If the error went away then I wouldn't worry about it.
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