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How to print the custom entity record by filtering some form fields? RRS feed

  • Question

  • Hello everyone,

    On my custom entity I have some fields to get the user input. These fields are getting invisible based on some conditions while user is inserting or updating the record. Now while priting this record the report shows all the existing fields of the form. I wanted to display only the fields which are having data to be displyed on report. Any idea!! 

     

    Thursday, July 8, 2010 10:58 AM

Answers

  • When you upload the report, you will need to specify which entity (either system entity or custom entity) the report is designed for (Related Record Types in Edit Report pop-up window). The options that I listed previously determine whether the report is shown in the form, or the view, or just the Reports link in CRM workplace. 

    For instance, if you have chosen new_myentity as the Related Record Types, and the display option as Forms for related record types, the report will be clickable from new_myentity's form. 

    Hope this helps. 


    Daniel Cai | http://danielcai.blogspot.com
    Thursday, July 8, 2010 12:14 PM

All replies

  • The standard form print will just print the form so you will need a custom report that hides/shows fields based on if the field contains data.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Thursday, July 8, 2010 10:59 AM
    Moderator
  • Hi,

    Thanks for the response. To change the url of the print button i need to update the ISV.Config file to have my own custom SSRS report URL. Right?

    Thursday, July 8, 2010 11:48 AM
  • I'm pretty sure the standard Print is actually a Javascript function in one of CRM's htc or js files.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Thursday, July 8, 2010 11:50 AM
    Moderator
  • OK will try to find it out.
    Thursday, July 8, 2010 11:55 AM
  • Just add additional note based on what Rhett has suggested. 

    If you use SSRS report, you don't have to modify ISV.config. When you upload a SSRS report, you can specify it's displayed in what areas. The option includes

    • Forms for related record types (actually the CRM form)
    • Lists for related record types (actually the CRM view)
    • Reports area


    Daniel Cai | http://danielcai.blogspot.com
    Thursday, July 8, 2010 11:58 AM
  • hi Daniel,

    I need this custom report only for my custom entity. If i would upload the report by selecting any of the three option would not be available for all entities. Please correct me if i am wrong.

     

    Thursday, July 8, 2010 12:01 PM
  • When you upload the report, you will need to specify which entity (either system entity or custom entity) the report is designed for (Related Record Types in Edit Report pop-up window). The options that I listed previously determine whether the report is shown in the form, or the view, or just the Reports link in CRM workplace. 

    For instance, if you have chosen new_myentity as the Related Record Types, and the display option as Forms for related record types, the report will be clickable from new_myentity's form. 

    Hope this helps. 


    Daniel Cai | http://danielcai.blogspot.com
    Thursday, July 8, 2010 12:14 PM
  • Thanks daniel..

    Will chk it out. If i have any doubt then will come back to you.

    Thursday, July 8, 2010 12:20 PM
  • You are welcome. Let us know if we can be of any help. 

    Cheers,


    Daniel Cai | http://danielcai.blogspot.com
    Thursday, July 8, 2010 12:29 PM