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How can I combine items from a subgrid into 1 field? RRS feed

  • Question

  • I have been working on putting together an Account Summary Snapshot and I am having a lot of difficulties with reporting contacts on appointments entity. As you can see from screenshot, this is the set up I am hoping to achieve and I have 1 column for "CLIENT PARTICIPANTS".  

    For our meetings I want to report on client participants (separate from required attendees). So I created "Additional Particpants" entity which then has subgrid for me to add any contacts who participated in the meeting. 

    The problem I face is I have no clue how to get those contacts into my report. I would of course want them all in one field as per the first screenshot..

    Any help/advice would be much appreciated!! thanks so much

    Dan

    Tuesday, April 8, 2014 10:13 PM

All replies

  • Hi,

    You have a number of options:

    1. Create a plugin or realtime work flow with custom acitivity that updates a string field with the participants when you add/remove over this relationship.

    2. Create a master/detail report so that the participants are shown as a sub report for each line in the master report - you can then format the sub report so that it shows the participants in a horizontal grid rather than vertical.

    3. If you are using OnPrem, you can create a separate SQL database to act as a SSRS helper database where you can add a funciton that flattens down the activity party list to a string for a given activity id and re-write your report to use SQL rather than fetchxml.

    Hope this helps,

    Scott

    Scott Durow
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    Rockstar365
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    Wednesday, April 9, 2014 1:39 AM
    Answerer
  • Hi Scott, Thanks for above..This is all very new to me sorry for dumb questions.. Would you have more details on the 2 points

    1) I am little unclear about this, what exactly do you  mean? I am familiar with workflows but what would I need to do here?

    2) How do I go about creating master/detail report? Is it by using tables in SSRS? And when I format the sub report how will the items be on horizontal grid? What I mean is what if I have 20 participants, will it just keep going to the right? or can I define it so it goes to the next line? The concern is that I want it all aligned properly..So it is like there will be a SUB report in Master report.. what happens if I have 3 appointments, will it know to arrange contacts properly?

    Thanks so much

    Dan

    Wednesday, April 9, 2014 3:16 PM
  • anyone else any thoughts on this? I want a simple way to take my subgrid list and combine it into 1 new field?
    Thursday, April 10, 2014 4:23 PM