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Working within groups conditionally

Posted on 2012-03-30
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Last Modified: 2012-04-02
I simply cannot wrap my head around working within groups. Can someone explain to me how limiting formulas to just what's inside groups works? What techniques/tutorials can you share that would shed some more light on this subject?

My problem is that I have a report that contains data grouped by Patient Name. The report's group header needs to show if Document A, B, C or D is due or needs to be signed.

1. If Document A has not been created for the patient of the group, then show "Create document A"
1a. If Document A was created, but not signed, show "Sign Document A"

Note: I would also need to be able to show messages based on name of document, user of document, not just dates.

The logic would pretty much continue from there. The groups can have an infinite amount of records returned based on how many documents have been created at the time the report was run.

Maybe if we could work out a solution for this example, it might help me understand the logic a bit more.
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Question by:susnewyork
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by:peter57r
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You will have to explain how the conditions you describe are identified.

So how do you identify if DocA has been created or if it has or has not been signed?
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by:susnewyork
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There will be an entry into the Document table stating when it was created and what the status of the signature is (signed or not)
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mlmcc earned 500 total points
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So you have 1 record per document for a user?

Try something like this
Name - IsDocumentA
If {DocumentType} = 'A' then
    1
Else
    0

You can then use a summary for the field on the group to see if it is created
   If Sum({@IsDocumentA},{PatientId}) =  0 then
        "No Document A created"

For a signature on document A
Name - IsDocumentASigned
If {DocumentType} = 'A' AND {IsSignedField} = True then
    1
Else
    0

You can then use a summary for the field on the group to see if it is created and signed
   If Sum({@IsDocumentA},{PatientId}) =  1 and Sum({@IsDocumentA},{PatientId}) = 0 then
        "Document A created, unsigned"

Similarly for other document fields and signatures

mlmcc
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by:mlmcc
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I think you are also asking how the SUMMARY functions can be limited to a group

SummaryFunction({SomeField},{GroupField})

By adding the GroupField in the summary function, Crystal then limits the summary evaluation to records in the current group rather than for the entire report.

mlmcc
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by:susnewyork
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Thanks for the help, as usual. I have another question most likely coming your way.
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