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How to create custom menus for various Report Layouts with the same Report ID

  • February 9, 2022
  • 3 replies
  • 516 views

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How can I create custom menu (customer RMB) options for various Report Layouts that have the same Report ID:

 

I need a Custom Menu option to use with each of these:

 

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3 replies

Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2822 replies
  • February 9, 2022

Moved to the Framework section.

 


Kelum Pradeep Kumara
Superhero (Employee)
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“Through a Custom Menus, you can add an item to run a Quick Report or an Operational Report.

If this is a Quick Report you can use a SQL query or a Crystal Report Layout. In the custom menu you can select the Quick Report you want which is of the layout type you want.

If this is an Operational Report you can add a custom menu to order your report. Yet, you can’t select the layout  when creating the custom menu as the menu only triggers the ordering of the report. After ordering the report from the menu item you can select your layout from the Print Dialog. If you want to select your layout by default, then you can use Report Rules to select your layout automatically in the Print Dialog.

This information mentioned in the below community thread
Print Preview - Purchase Order Change Order | IFS Community

Custom RMB for layout_id | IFS Community

Hope above info helps you.


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  • Sidekick (Partner)
  • 45 replies
  • April 12, 2022

Hi,

If you can add an additional parameter in your report that will tell which layout to print and set it in a report schema variable. Then you can create separate Report rules as mentioned in answer by @Kelum Pradeep Kumara

You can add report rules conditions with this schema variable to select different layout by default.

 

Thanks.


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