We have a custom report that will display list of stock items with their age and the customer that is associated to those items. However, one stock item can have multiple customers linked and this is causing the items to not appear on the list.
Is it possible to add multi select functionality on the report designer? I am also attaching the report file below. thank you for the help in advance!
Best answer by lauraj46
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+7
Hi
It looks like you attached the rps file rather than the rpx file.
I’m not aware of a way to create a multi-select parameter on a report. You would need to create multiple parameters and build an OR statement in your schema criteria.
How are you associating the customer with the stock items? If the stock item already has multiple customers associated, then it sounds like you might be able to modify your report schema to select the item if any one of those customers is specified. In that case the user wouldn’t need to specify multiple customers in the parameters.
Hope this helps!
Laura
Hi
I have attached the rpx file below. Please advise if you are able to see it. We have a multi select combo attribute on the stock item screen. Some items are associated to multiple customers. And this report is tied to an automation schedule that will send out emails to the customer with all stock items associated to them.
Below is a sample data set for two items, now since these items have multiple attributes selected, they do not show up on the report even when one of the customers is selected.
| Inventory ID | Customer Attribute |
|---|---|
| AB1210 | Inventory for multiple customers, XYZ |
| CB3456 | XYZ, ABC, Inventory for multiple customers |
I am not sure what the best way to fix this problem
+7
Hi
Multiselect attributes are stored as comma delimited values on a single field. You could use a ‘like’ condition to look for the specified customer in the field, as shown below.
The only issue you might run into with this is if one customer identifier is contained within another, for example if you search for customer 10 you would also get customer 100. In that case you might need to adjust the criteria in the schema to look for either an exact match or include the comma separator.
Unrelated, I also noticed that you seem to be missing a field on the join between INLotSerialStatus and INLotSerialCostStatus. I think you would want to include the LotSerialNbr as a part of this join.
For your reference, I’ve attached a simplified version of your report that just searches for the items based on the specified customer number.
Hope this helps!
Laura
Hi
Hi
I tried different ways to input those numbers (=’89’, =89) and they didn’t work either
+7
Hi
Perhaps the Customer ID parameter is causing the issue. I would think that you would want to pass in a customer id (one of the values from the INV4CUST attribute).
Laura
Hi
I am guessing since items have multiple customers associated - it is getting confused. Do you know we can reference report templates to an email notification? or an alternate way to make this work? - it is not ideal to have multiple copies of the same report with different customer values
Hi
+7
Hi
I’m not sure about referencing a report template, but you can certainly pass parameters to report in the email template definition. You should be able to include the parameters as columns in the generic inquiry, and map them in the REport Parameters.
Hope this helps!
Laura
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