Hello-
I am trying to build a report that takes custom form data (I have created a form that collected software registration info) and put that into a summary table of contact info. Ideally this would be:
First Name | Last Name | Product | Serial Number |
Date Registered | Logged By --- etc.

I am finding no easy way to do this- the custom forms are great but I need a way to see a summary of everyone that has registered.
Thanks in advance!

Have you taken a look at table form filters? You can filter the type of form you would like to display by it's form type and form name.

I assume you are talking about the smart lists. I have used those and they are very nice for seeing all the contacts that have a specific software package for example, but I lack a way of summarizing and creating summary reports for all the forms I have. - Like a quarterly sales report e.g.

The table form filters I'm referring are in the report engine/editor itself.

When creating a table in the report engine you have to set a data source so it knows what set of data it needs to populate the form with. There are five options:

• Standard filter
  
• Dictionaries from SQL
  
• Forms Filter
  
• Objects from relationship
  
• Objects from script
  

The option you need use is the Forms Filter. This will allow you to filter by the Form Type and the Form Name so you will only display the forms with matching information.

Oscar...

I tried to create a form based report as you suggested, but I'm finding it difficult.

1) Created a form called 'Editorial'

2) Selected New Report from the menu.

3) Selected 'General' for the scope of the report.

4) Selected paper size.

5) In the datasource dialog 'Get Objects From' I selected 'Database' (the default) and then I selected 'Form' from the 'Kind' list box.

Now I get a bunch of possible filtering criteria starting with {Contact, ContactID...}

I don't see the names of any of my forms here. Instead its a bit cryptic. I get the following options possibly related to Forms

'Field set ID'
'Fields'
'Form Definition'
'Form Definition ID'

I guessed that I should create a Filter such as 'Form Definition' -> 'Name' is 'Editorial'

Not sure if this is correct. That completed the dialog.

I then attempted to add dynamic text to the data row and when in the dialog for adding dynamic text I selected 'data row' -> 'customRecordSet' in order to try to pull out data from each instance of the 'Editorial' form.

At this point I have faltered as I still can't see the names of the custom form fields for my 'Editorial' form.

So I selected FormID as the data to output, and this seems to show that so far I have done the correct thing as I can see 7 Id instances, which is the number of Editorial Forms I have created.

How can I extract the name and value of each of the fields which interest me from each form instance? For example I have a field in this custom form called 'rating' which I would like to output.

At the scope level I am at I have the following available within

DataRow->CustomRecordSet that might be relevant

Form Definition
Form Definition ID
Form Fields
Form ID

So far, I haven't been able to find a way of accessing my rating field through these objects.

Making a wild guess I imagine that I would now be at the point where I have to use a chunk of F-Script to access the values of the fields in the custom form because I can't find my data using the object inspector.

If so, a chunk of code would be gratefully received at this point.

This message has been edited. Last edited by: Paul Freeman,

Any joy Paul?
I'd like to be able to do this also.

Just having another look at this stuff, its been frustrating but finally I'm beginning to get somewhere.

I finally got Oscars recommendation above to work. But it took a bit of fiddling around. In particular when creating the report there is an initial dialog which pops up which doesn't allow the creation of a form filter. I figured out that you just need to cancel that dialog then you can choose the form filter from the lower right part of the display.

I also discovered that the secret to start figuring out how to get F-Script working is to download the developer kit from the marketcircle site. There is a document called the "Daylite Data Description.pdf" that helped a lot. The only problem is that the docs seem to have errors or are a little out of date, experimentation with F-Script is required to work out what properties do the right job.

I'm forming the view now that the only thing really standing between a competent scripter and developing reports for Daylite is decent documentation with sufficient examples. The report writer doc is a good starting point but it doesn't go into enough detailed examples.

The video tutorials are also a bit too basic and don't go far enough.

My gut feel is that F-Script is probably a little too strange for people used to scripting in things like Visual Basic or Javascript, but is actually amazingly cool if one can understand it.

What I'm now looking for is a document explaining more of the convenience methods in the Daylite API that F-Script can use. There are some methods/tricks visible in some of the F-Script examples that I can't yet find documented .

This message has been edited. Last edited by: Paul Freeman,