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Filter Source parameter report designer based on source doc type IN

  • March 11, 2025
  • 5 replies
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A
Varsity I
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Hi there,

I have created a custom report to show the Receipt ref number. The report is working as expected.

The last bit I am trying to figure out now is to filter the source to only show Source equals IN

=Report.GetFieldSchema('INRegister.RefNbr,DocType')

I am not quite how I can achieve this. I saw some blogs and tried to do it but this didn't work.

I also am failing to understand how the getfieldschema works.

Any help would be appreciated.

 

 

Best answer by nhatnghetinh

Hi ​@amitkaryekar 

I have a way to do this. You create a Filter in the Selector like the screenshots below.

 

The results are as below.

 

Best Regards,

NNT

5 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • Answer
  • March 11, 2025

Hi ​@amitkaryekar 

I have a way to do this. You create a Filter in the Selector like the screenshots below.

 

The results are as below.

 

Best Regards,

NNT

I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
    A
    Varsity I
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    • amitkaryekar
    • Author
    • Varsity I
    • March 11, 2025

    Thanks NNT, appreciate this.

    Just wondering as to why the default/shared is not being saved.

    Tried with the exact steps as above.

     

      A
      Varsity I
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      • amitkaryekar
      • Author
      • Varsity I
      • March 12, 2025

      If I recopied the Filter, it worked not sure why it happened.

        A
        Jr Varsity I
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        @Amitkaryekar,

        In the Report Designer, set the filter condition as SOURCE = 'IN' in the Schema Builder, save it, then enable the Default and Shared checkboxes before applying the changes.

        Hope this helps.

          A
          Varsity I
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          • amitkaryekar
          • Author
          • Varsity I
          • March 12, 2025

          ​@Ankita Tayana Thanks for the reply, I already tried this before. However filter condition will work post the data is being fetched not at the source. Below options were tried:

          1. Filter condition.
          2. Join condition to only show records for IN type.

          However, as the selector fields would still pick the PO records based on the formula/view condition. The Filter solution provided above from NNT is the best in this scenario.

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