I need to edit the "Project Summary" default layout within Daylite and save a new version with a few pieces of info removed and some new formatting. I have been searching for the file and cannot find it anywhere. Can someone point me to the correct location that I can make a copy of that layout and edit it?

Thanks.

Hi,

This report is based on RFT and the older Merge Misc Kit (techie stuff, that is basically the keys from the letter editor)

If you need to get to the report, you can find it in the Application wrapper.

How are you trying to change it?

Gareth

Where is the application wrapper? And can the report be edited once you find it? The project summary report seems to be the only one that pulls data from the project AND the custom form data associated with the project. I need to get custom form data into a report, along with project data. Is there a way to do this without tweaking the project summary report. I can't find a way to use the report design feature to get at form data related to a project.

Thanks.

Hi,

I would suggest that you contact a consultant for this type of report,

If you're interested we can help Please email your requirements to info@LgoConsulting.co.uk

Regards.

g

Why do you need to hire a consultant to access the information needed to get simple form data into a print summary or report. It is easy enough to create the form, seems like there should be a straigt forward way of accessing a group of like forms in a summary.

You do not have to hire a consultant to access the information on forms. With the use of the shortcut "apple + P", you can bring up the "form summary" print layout. This will give you the data on the form. If you wanted to customize the layout further, you may want to consider hiring a consultant or have Marketcircle look into the report for you but you are able to get the data out.

Are you saying that, when trying to print a report, the only option you have is to use the pre-defined "form summary" layout, and to have additional, custom layouts, one has to hire a consultant or contact Marketcircle? That seems hard to believe. I have been trying to find a way to make custom reports/print layouts for a form I've created, and I can't seem to figure out how to get the form data to display in a report or in a print layout.

As someone who is used to customizing basic Excel forms and Filemaker Pro layouts, I find the idea of being encouraged to hire a consultant irritating- no offense to the consultants, but small business/freelance folks with decent tech knowledge shouldn't have to shell out more money to customize their simplest reports. We could do it ourselves if the Daylite report engine software was designed to be a bit more user-friendly. Other than that complaint, I'm loving Daylite.

No one has to hire consultant but if you're not sure how to do something you need to get/find someone who does or who can show you. I can't fix my car so I hire a mechanic to do it. If you don't know how to achieve a task in Daylite it's not inconceivable to suggest asking a consultant who might contain this knowledge. James was simply making a suggestion.

To display forms on "forms" print layouts you have to put a table in the body. Set the table's data source to Standard Filter. Set the Relationship to Forms Field. Configure the columns, "Field Definition -> Name" will give form field name and 'Field Value" will give you the value it's set to.

Hope this helps.

Cheers!

"Set the table's data source to Standard Filter"

On the right side, "Data" area, "Standard Organization" (the forms I want to use are attached to Orgs)

"Set the Relationship to Forms Field"

Lost me here. Where do I do that?

Sorry to be asking you to hand hold this, but I have been trying to figure this out for some time now with no success.

quote:

Originally posted by Douglas Ward:
"Set the table's data source to Standard Filter"

On the right side, "Data" area, "Standard Organization" (the forms I want to use are attached to Orgs)

"Set the Relationship to Forms Field"

Lost me here. Where do I do that?

Sorry to be asking you to hand hold this, but I have been trying to figure this out for some time now with no success.

In this scenario it would be best to use the "forms filter" instead of the "standard filter" when selecting the data source. You can just select to display all forms or a specific type of form.

Oscar,

I have managed to get my forms data into my report. It was neither intuitive, nor explained very well. I have thoroughly read the ReportEngineConcepts.pdf, read Daylite manual, watched the movies, and scoured the forums. Is there some source of how-to info on this that I have overlooked? I feel sort of silly because I'm sure this info is available somewhere (or how else is it possible for anyone to learn it) and I am just not finding it.

However, I have run into another issue (bug?). In my test Print Layout, I have selected my Organization to which I have 4 forms attached. THe Print Layout shows all 4 forms with all their data, one to a page. However, the order of the fields is different for each form. On form instance #1, the "Computer" field is first, on #2, "Free Disk Space" is first, etc. They are all different, seemingly randomly. How can I get them to all show up in the order they appear in the form itself?

How did you place the forms on the report? Using the forms filter? Are they all of the same type?

I need to replicate the issue on my computer to see if it's a bug or if there is another method of doing it besides the one you have tried.

Well, let's see. My Setup...

-- Daylite 3.7.2

-- Form called "Mac Info" for Organizations. (created to collected machine info [RAM, Model, Serial Number, OS, etc])

I have a Table with a "Forms" relationship, with "Data" set to "Standard ---> CustomRecord"

In the Data Row, I have a nested table, with relationship "Form Fields", with columns "Name" and "Field Value" -- all per your post above.

There is just one form involved, and there are 4 of them attached to this object. (1 Organization, one instance of the form per mac, for 4 macs)