Many live data reports now allow the user to define column attributes, linking column contents to associated detailed information – without closing the report.
Important: Changes to core live data reports are global and will impact all users!
- Open a live data report form. To search for a live data report: Live Data > Live Data Reports > use search field at the top to narrow search, or click enter to display all live data reports. Click on the magnifying glass icon in the Edit column to drill into a report.
- Click on Design SQL tab.
- In the Fields grid, Zoom column, zoom-able fields are identified with a checkbox.
- Click the EDIT button and check a box in the Zoom column. Checking this box will turn items in the associated column on the report into hyperlinks.
- In the XML Attributes column, click on the “<column />” link. A pop-up Column Attributes window will open. Note the associated permission displayed in this window.
- Check the “Open Window on Zoom” box and click OK. The link in the XML Attributes column will now display “<column windowed=”true” />”.
- Click the SAVE button.
- Clicking on a linked item on the report will now open a pop-up window with item details.
Example:
- Open Project Hours Summary report. Click on Design SQL tab.
- In the Fields grid, Zoom column, zoom-able fields PROJECTNO and COMPANY are identified with a checkbox.
- Click the EDIT button. Checking the PROJECTNO box will turn all PROJECTNOs on report into links to the individual project forms.
- In the XML Attributes column, click on the <column /> link. A pop-up Column Attributes window will open. Note the associated permission is project_view.
- Check the “Open Window on Zoom” box and click OK. The link in the XML Attributes column will now display <column windowed=”true” />
- Click the SAVE button.
- Clicking on a PROJECTNO on the Project Hours Summary report will now open that project in a sperate window for closer inspection.