Report Definition Search Criteria is not retained after report execution
We have a requirement to create a generic report with multiple search parameters criteria and let the user modify it according to their needs. The report gets executed, however the section with the search criteria (pzPromptFiltersGrid) is not retained on the screen to be able to modify the query. Is there a way to retain it after the report execution? See attachment.
Thanks
We have a requirement to create a generic report with multiple search parameters criteria and let the user modify it according to their needs. The report gets executed, however the section with the search criteria (pzPromptFiltersGrid) is not retained on the screen to be able to modify the query. Is there a way to retain it after the report execution? See attachment.
Thanks
Updated: 14 Jan 2020 1:21 EST
Pegasystems Inc.
AU
If you are displaying that RD in a Grid.
You can try using Parameters in Report definition, and use those parameters as a filter the RD result.
Create text inputs in UI which will hold the parameter for the RD, and after enters the search data reload the entire section.
In This way user can modify the search parameters and modify the query implicitly.
Virtusa
US
Hi Abhishek. Thank you for your reply. My report is parameterized and after the report ran, the section with the criteria is changed to link with the list of parameters (without value) as you can see on the attachment, and users want to see the section with the entered values. This is OOB behavior. Any idea how to change it without creating custom section.
Thanks
Pegasystems Inc.
AU
Hi Larisa,
Yeah i got the requirement, let me check if there are any way to customize that section. Post that i will let you know.
Virtusa
US
Hi there. Can anyone help?
ASB Limited
NZ
Hi Larisa,
If I understood correctly as per your screenshots, you are Displaying Filters on this report using Custom Section, did you confirm "Display Custom section inline" was checked?
Thank you
Mathan
Virtusa
US
Hi Mathan. I don't use custom section, I'm using OOB setting and asking how can I keep the section with criteria after report ran.
Thanks
ATOS
GB
Report Viewer tab-->Display report filters --> is this check box checked??
Virtusa
US
Yes, Krishna. I'm attaching screenshot with User Actions from the report.
Larisa
Pegasystems Inc.
US
Is your motivation here to give the user the ability to change more than one filter value and re-run the report?
If so, I don't think it can be done without a significant customization of the report viewer. A lot of the included sections are final, which complicates matters.
You could add a re-run button that duplicates the initial execution and brings up the pzPromptFiltersGrid section with the current filter values, but it may be simpler to just have the user re-run the report from scratch.
Accepted Solution
Virtusa
US
Thank you for your reply. Actually, yes, I would like to let the user to see the entered criteria and being able to change it, however if it requires a lot of customization, what I'm trying to avoid, I'll let them to re-enter criteria.