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Apprentice
Posted
I have tried to make a report with form fields, but havn't gotten anywhere. Can anyone help me with this?

robert
 
Posts: 23 | Location: Amsterdam | Registered: September 07, 2006Reply With QuoteEdit or Delete MessageReport This Post
Wise Guy
Picture of Mike Guilbault
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A little more information would help. How far have you gotten?

This is where I got stuck, so hopefully this will help.

When you have a 'Table' selected in the report Outline, on the right hand side under info, look for the Data Section. Click on the '+' and select 'Key Path Filter' and from there, select the Form you created. This tells the Report Editor where to find the fields.
 
Posts: 389 | Location: Barrie, Canada | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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I got that far, but when I select the table I don't see the choice object which gives you that list you were talking about. I have tried many different ways of selecting the table.
Thanks.
robert
 
Posts: 23 | Location: Amsterdam | Registered: September 07, 2006Reply With QuoteEdit or Delete MessageReport This Post
Wise Guy
Picture of Mike Guilbault
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Now that is odd. Here is what the Data selector looks like:

[IMG]http://www.mgphotography.com/tempimages/Picture 1.png[/IMG]

It's on the right hand side of the screen. You need to click the little triangle to view it. If you're not getting that, you may need to send a Bug report to MC, or maybe one of the other members here knows something more.
 
Posts: 389 | Location: Barrie, Canada | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Ex-Marketcircle bod
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Robert, I believe you've created this report with Gareth.

For the rest,

Form data can be added to a report using a Form Sub array.

This is effectively a table within a table. The first table's data should be set to the appropriate data object (Contact, opportunity etc.) using key path, visual query etc. For the table within this table, set the data to Form sub array and select the appropriate form.
 
Posts: 124 | Location: UK | Registered: June 14, 2006Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
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Thanks Mark James!
That makes sense. But...

If I am creating a report for the "Oppotunity" area when choosing a data source for the first table "Oppotunities" is not an option.

How Can I get around this?
 
Posts: 80 | Location: Devon, UK | Registered: September 04, 2007Reply With QuoteEdit or Delete MessageReport This Post
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