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"run on current record" versus "run on all records" RRS feed

  • Question

  • I've got a context sensitive report that's showing up under "run on all records" instead of "run on current record" in the Accounts form.  It is, alas, a copy of the RDL from the Account Summary report which ALREADY shows up in run on current record.  So the big question is:

    What *exactly* determines where the report shows up on the entity form?
    Wednesday, August 19, 2009 4:16 AM

Answers

  • Hi, Max.

    Add hidden parameter to report with name CRM_FilteredAccount. When you will run report string value 'Select * From FilteredAccount Where AccountId = {identifier of record}' will be assigned to it.

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    • Marked as answer by djMaxM Wednesday, August 19, 2009 4:00 PM
    Wednesday, August 19, 2009 11:00 AM
    Moderator

All replies

  • Hi.

    Check this url .
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Wednesday, August 19, 2009 4:29 AM
    Moderator
  • Display In: This setting enables the report to be displayed in context-sensitive forms and lists. You can restrict where the report is displayed. If you intend to publish a hidden report, clear the Display In text box.


    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Wednesday, August 19, 2009 4:47 AM
  • I've already got it showing up on the Account form, the issue is it's in the wrong place, and I assume this is why I don't get the prefiltering setup properly.  The report shows up in "Run On All Records" under the Reports menu on the main Account form, rather than "Run on Current Record."  When I view the report, I see all accounts rather than just 1.
    Wednesday, August 19, 2009 10:58 AM
  • Hi, Max.

    Add hidden parameter to report with name CRM_FilteredAccount. When you will run report string value 'Select * From FilteredAccount Where AccountId = {identifier of record}' will be assigned to it.

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    • Marked as answer by djMaxM Wednesday, August 19, 2009 4:00 PM
    Wednesday, August 19, 2009 11:00 AM
    Moderator
  • Ok, I've gotten this generally working now by copying an prebuilt report structured like you said.  Now I have the opposite problem - is it possible to have the same report handle both single-record and multi-record runs?  When I run it from a query on multiple records, I only get the first back.  My CRM_FilteredAccount default is "select * from FilteredAccount", and my dataset doesn't limit the rows returned, but I still only get 1.  The report has a table bound to the account dataset (which selects from CRM_filteredaccount) and in that table displays a subreport for each one.
    Wednesday, August 19, 2009 4:00 PM
  • Thank for your post. I would like to know where should I place the above select statement.  Currently I am developing my reports in Visual Studio and then linking them to CRM. Should I post the select string you have listed above in the query for the report or in the parameters function for the report? With the Select statement how do I handle the item the statement '{identifier of record}'. In the select statement 'FilterAccount' that name of the report or is a query? Is CRM_FilteredAccount the name of paramenter you added to CRM? Thank you for your help on this matter.

    Scott 

    Friday, March 18, 2011 3:45 PM