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Moving existing CF from One report to the other

  • October 4, 2024
  • 3 replies
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  • Sidekick (Customer)
  • 142 replies

Hello,

 

It is possible to move existing Custom Field, in my case “CF_C_NOTE_TEXT” from one invoice (file .rdl) to the other in IFS Report Designer?

Best answer by Ed22

I followed this instruction: https://docs.ifs.com/techdocs/23r2/050_reporting/251_operational_reporting/010_report_definitions/#configure_report_definition, after adding my new rdl file to the Report Definition to specific Report ID, I click on Import Layout, how can I check if this importing was successfull? Can I see this new results in Report Archive or Print Manager, or If no, than In which folder in IFS cloud? 

 

Thanks

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Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 1143 replies
  • October 4, 2024

@Ed22  not sure I understood this correctly, but once you’ve created the Custom Field on the Invoice LU, it can be used for example in all the Invoice operational reports (Cust Order Invoice / Project Invoice / Collective Invoice / Advance Invoice) as all of them will be connected to the Invoice LU.

What is your scenario? For whick operational report you created CF_C_NOTE_TEXT and now in which operational report you wanna use it? It might be the case that you need to re-create the CF in a correct LU.


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  • Author
  • Sidekick (Customer)
  • 142 replies
  • Answer
  • October 7, 2024

I followed this instruction: https://docs.ifs.com/techdocs/23r2/050_reporting/251_operational_reporting/010_report_definitions/#configure_report_definition, after adding my new rdl file to the Report Definition to specific Report ID, I click on Import Layout, how can I check if this importing was successfull? Can I see this new results in Report Archive or Print Manager, or If no, than In which folder in IFS cloud? 

 

Thanks


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  • Author
  • Sidekick (Customer)
  • 142 replies
  • October 11, 2024
Marcel.Ausan wrote:

@Ed22  not sure I understood this correctly, but once you’ve created the Custom Field on the Invoice LU, it can be used for example in all the Invoice operational reports (Cust Order Invoice / Project Invoice / Collective Invoice / Advance Invoice) as all of them will be connected to the Invoice LU.

What is your scenario? For whick operational report you created CF_C_NOTE_TEXT and now in which operational report you wanna use it? It might be the case that you need to re-create the CF in a correct LU.

I created CF in entity CustomerOrder and I switched on for option “Available for quick reports”, but when I open in IFS Report Designer Collective Invoice, I can see there my new created CF Note_text, but when I add this CF into this Invoice, there is nothing and when I also copy there something which is in neighboor CF, for example CF_Address it didnt work for my CF, but when I add another CF it works


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