How to open new section to edit records in report
Hi,
I have create a report and reference it using section. i want to open a new section after click on any entry in report so that i can edit it how i can do this.
thanks
***Updated by moderator: Lochan to add Categories***
Pegasystems Inc.
IN
Hi Deepak,
You can do this easily by creating repeat Grids or Tables.
They can be sourced with Report that you already have and you can edit it line by line without needing a section.
Thanks,
Ujjwal
Accepted Solution
Pegasystems Inc.
IN
Hi Deepak,
How did you reference the report in section, using repeating grid?
If yes, you can configure row operations to edit the row with Master Detail. And Launch a flow action section to edit the details.
Let me know your requirement in detail.
Thanks.
Clover Infotech
IN
Hi Sreepriya_GCS,
My requirement is After click on any record in report i want to display one form so that i can edit that details.
Thanks,
Northbridge
CA
Hi Deepak,
We get it! You have created a report, referred it in a section. Now that you want to edit each line of report using a section. You can actually configure that using the Grid operations like what said in the last two replies.
But may we know the purpose? Because though you edit it in run-time, though the UI allows you to edit the records of report on screen, they don’t ultimately update the report. Report is just a select query on a table or a join of tables. So your edits don’t go back to the server or they don’t get stored anywhere. So instead refer a property, page list sourced by the Report and then edit this page list which will be stored with respect to a workobject.
Clover Infotech
IN
Hi ShruthiMukka_GCS,
Thanks for help but my requirement is that when i click on any record on report opens a new form so that i can edit that particular record.
Thanks,
J.P. Morgan Services India PVT Ltd
IN
Hi Deepak,
may be this can help you in someway(check root cause):
https://community.pega.com/support/support-articles/work-objects-do-not-open-when-clicking-report