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versago:configuring_report_links

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versago:configuring_report_links [2020/01/08 10:33]
runger [Links Setup] 		versago:configuring_report_links [2020/07/23 11:42] (current)
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   * The **Link Column** is the column used for the link if the “Existing Column” option is used for //Link From//. Select the desired column from the drop-down list.   * The **Link Column** is the column used for the link if the “Existing Column” option is used for //Link From//. Select the desired column from the drop-down list.
   * **Destination** defines the target of the action. The values in this field will change depending on the link Type. More information on Destinations is found in the discussion of each Type below.   * **Destination** defines the target of the action. The values in this field will change depending on the link Type. More information on Destinations is found in the discussion of each Type below.
-  - **Show in New Browser tab** indicates if the link action results should be displayed in a new browser tab (default) or in the current page. +  * **Show in New Browser tab** indicates if the link action results should be displayed in a new browser tab (default) or in the current page. 
-  * **Conditions** can be used to control when an action link is active based on values in other columns. See //**[[#link_conditions|Link Conditions]]**// for more information.+ 
 +====Link Conditions==== 
 +  * **Conditions** can be used to control when an action link is active based on values in other columns. See //**[[link_conditions|Link Conditions]]**// for more information.
   * Click the red <color #ed1c24>**X**</color> icon to delete an existing action.   * Click the red <color #ed1c24>**X**</color> icon to delete an existing action.
 +
 +====Link Parameters=====
   * The **Link Parameters** section is used when it is necessary to pass parameters to the target function. There may be some instances where the target function does not require information and this section is not needed.   * The **Link Parameters** section is used when it is necessary to pass parameters to the target function. There may be some instances where the target function does not require information and this section is not needed.
     * Click the red <color #ed1c24>**X**</color> icon to remove a parameter.     * Click the red <color #ed1c24>**X**</color> icon to remove a parameter.
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   * The **Source Field** provides a parameter value to the target function. If the //Is Static// checkbox is not selected, a drop-down list of columns from the main report is provided. Otherwise the field appears as a text box where a static value can be entered.   * The **Source Field** provides a parameter value to the target function. If the //Is Static// checkbox is not selected, a drop-down list of columns from the main report is provided. Otherwise the field appears as a text box where a static value can be entered.
  
-===== Report Setup =====+ 
 +=====Configuration of Link Types===== 
 + 
 +====Report Setup====
  
 The **Report** link is the execution of a Versago report. The concept is like the Sub-Reports function described earlier, except that the report being opened does not necessarily need to be connected to the main report, as it is in the Sub-Reports. Using a Link rather than a Sub-Report is sometimes helpful if having the child results open in a new browser tab will make the results easier to use. The **Report** link is the execution of a Versago report. The concept is like the Sub-Reports function described earlier, except that the report being opened does not necessarily need to be connected to the main report, as it is in the Sub-Reports. Using a Link rather than a Sub-Report is sometimes helpful if having the child results open in a new browser tab will make the results easier to use.
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 {{  :versago:reports15.png?600  |}} {{  :versago:reports15.png?600  |}}
  
-===== Forms Setup =====+====Forms Setup====
  
 The **Form** action provides a mechanism to open a Versago Form from a Versago Report and either find an existing record for maintenance or start a new record and automatically populate fields on the form. The **Form** action provides a mechanism to open a Versago Form from a Versago Report and either find an existing record for maintenance or start a new record and automatically populate fields on the form.
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 In this example, the customer code (BP Code) and customer name (BP Name) are being passed into the form. In this example, the customer code (BP Code) and customer name (BP Name) are being passed into the form.
  
-<WRAP center round help 100%>+<WRAP center round help 80%>
 If the value passed to the form is the primary key (e.g. vgoRecNum or whatever it has been named) the application will automatically execute a lookup for the record of the value passed. If the record is found the remaining fields will be populated. If the value passed to the form is the primary key (e.g. vgoRecNum or whatever it has been named) the application will automatically execute a lookup for the record of the value passed. If the record is found the remaining fields will be populated.
 </WRAP> </WRAP>
  
  
-===== Crystal Report Setup =====+====Crystal Report Setup====
  
 The **Crystal Report** action provides a way to execute a Crystal Report for presentation to the user. An example of how this could be used is where the main report is a list of customer invoices. A Crystal Report action could cause a copy of the invoice document to be generated using Crystal Reports. The **Crystal Report** action provides a way to execute a Crystal Report for presentation to the user. An example of how this could be used is where the main report is a list of customer invoices. A Crystal Report action could cause a copy of the invoice document to be generated using Crystal Reports.
 +
 +General information about configuring Crystal Reports for use with Versago and Bizweaver is found **//[[Configuring Crystal Reports|here]]//**.
  
 {{  :versago:reports17.png?600  |}} {{  :versago:reports17.png?600  |}}
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 Registration of the Crystal Report is the same as described for Crystal Reports in the //**[[#report_object_types|Report Object Types]]**// of this page. Registration of the Crystal Report is the same as described for Crystal Reports in the //**[[#report_object_types|Report Object Types]]**// of this page.
  
-<WRAP center round help 100%>+<WRAP center round help 80%>
 Crystal Reports that use a specific value for execution (e.g. an invoice number) must have a parameter in their definition. The Link Parameters will show the parameter(s) as Destination Field(s) that are mapped to a Source Field from the main report. Crystal Reports that use a specific value for execution (e.g. an invoice number) must have a parameter in their definition. The Link Parameters will show the parameter(s) as Destination Field(s) that are mapped to a Source Field from the main report.
 </WRAP> </WRAP>
  
-===== Bizweaver Webservice Setup =====+ 
 +====Bizweaver Webservice Setup====
  
 A **Bizweaver Webservice** link allows a user to execute a Bizweaver workflow from a report using the Bizweaver API. These workflows can be used for a variety of background processing. A **Bizweaver Webservice** link allows a user to execute a Bizweaver workflow from a report using the Bizweaver API. These workflows can be used for a variety of background processing.
  
-<WRAP center round tip 100%> +<WRAP center round tip 80%> 
-Prior to v2.3, calls to the Bizweaver API were only sent using GET.  Beginning with v2.3, calls can be made using GET or <color #ed1c24>POST</color>.  POST provides authentication that is not available using GET.  More information on using the POST options will be available shortly.+Beginning with v2.3, calls can be made using <color #ed1c24>POST</color>. Using the **POST** option is required in newer versions of Bizweaver.  Any links that use GET must be updated as soon as possible.
 </WRAP> </WRAP>
  
-The “Destination” value is the string that calls the Bizweaver web service and passes any parameters that are needed. When parameters are specified in this string the are automatically set as Destination Fields in the Parameters section. Each parameter then needs to be matched to a Source Field from the report using the drop-down lists. +===Calling Bizweaver Using POST===
- +
-==== Calling Bizweaver Using GET ==== +
- +
-{{  :versago:reports18.png?800  |}} +
- +
-  * **Method** is GET. +
-  * **Task ID** is not used for GET. +
-  * **Destination** is the URL needed to contact the Bizweaver web service. +
-      * All values to be used to execute the Bizweaver workflow are included in the "Destination" string when using the GET option. +
- +
-<code html> +
-https://<YourURL>/BWService/api/workflow/InvokeWorkFlow?pTaskID=NN&pStartAfter=0&pArguments={Parameter:Value} +
-</code> +
- +
-  * **<YourURL>** is the URL to your Bizweaver web server.  It should include the actual URL and port number. +
-    * Use HTTP or HTTPS as needed by your site +
-    * If Versago uses HTTPS the Bizweaver web service must use HTTPS as well. +
-  * **Task ID** is the target workflow ID defined in Bizweaver. +
-  * **Arguments** are any values that need to be passed to the workflow. +
- +
-==== Calling Bizweaver Using POST ====+
  
 {{:versago:reports18B.png?800|}} {{:versago:reports18B.png?800|}}
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     * Leave these two values blank if no parameters need to be sent to the workflow.     * Leave these two values blank if no parameters need to be sent to the workflow.
  
-===== URL Setup =====+The “Destination” value is the string that calls the Bizweaver web service and passes any parameters that are needed. When parameters are specified in this string the are automatically set as Destination Fields in the Parameters section. Each parameter then needs to be matched to a Source Field from the report using the drop-down lists. 
 + 
 +====URL Setup====
  
 The **URL** action is used to call a “website” (the URL). The URL is entered in the “Destination” field. The page being called could contain general information. In this case the “Destination” string is whatever you would type into a browser (e.g. __%%www.twbs.com%%__) to open the Third Wave website. The **URL** action is used to call a “website” (the URL). The URL is entered in the “Destination” field. The page being called could contain general information. In this case the “Destination” string is whatever you would type into a browser (e.g. __%%www.twbs.com%%__) to open the Third Wave website.
versago/configuring_report_links.1578497592.txt.gz · Last modified: 2020/01/08 10:33 by runger

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