Calling Parent Data and Top Level Data

August 12, 2020 19:30

Wanted to see if there was some documentation that talks a little bit about calling data from a parent or top level document when designing custom reports.

Specifically I'm looking for the following - from a Shipping MN:

Call:

Parent Document Number (Pull Sheet Number)
TopLevelElement Status (Quote)
TopLevelElement Payment Terms (Quote)

Essentially on the outbound I want to be able to flag our warehouse team if they are a COD client or a terms client, and I'd like them to not have to open the quote if possible. We print and sign all of our shipping manifests.

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1 comment

Benjamin 'Bigs' Coppel

August 13, 2020 00:34
Hi David-

Pull Sheet Number and Payment Terms are available within the XML data producer. You just need to add these two fields to the query in your report:
- parentElementNumber
- terms
Do you know you can easily see all the available fields and their content for a given project element? After filling in the bracketed info, open the following URL in your browser and you will see all the data which is available to the report. I use XMLTree or XML Viewer chrome extensions to make it readable or you may need to download the file to read it easily.

http://[YOURCOMPANY].flexrentalsolutions.com/xml-data/data-producer-equipment-list?PROJECT_ELEMENT_ID=[MANIFEST_PROJECT_ELEMENT_ID]

Getting the quote status to show in the manifest is a different story, as it's not available in the data producer. I think the only way to get it to work would be to embed an SQL subdataset in the report and display the quote status in a list element. This is a very finicky process that is beyond the scope of a forum response but something that I can do for you relatively easily. Shoot me an email if you'd like to know more.

Cheers,

Bigs
Endorsed Flex Consultant / Custom Report Developer
bigs@squarewave.com.au
www.squarewave.com.au
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