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Using Invenotry Attribute with Checkbox Control Type as Parameter in Custom Report


Hi All

We have a custom report in our instance (24R1) called ‘Quantity Sold Report’ it basically gives us how many items were sold, how many we have on hand and how many we have on order (see screenshots attached).

The users wanted a bit more granularity to the report and asked if it was possible to include the brand of the products as well, since brand was an inventory attribute being used, I was able to add it as a parameter and it worked (see screenshots attached).

We have another attribute that they would like to use as a parameter, that being the ‘Critical’ attribute to mark if the item is a critical item or not. I added the parameter to the report same as the brand attribute (see screenshot attached) but the items do not show how we wanted it to. If the critical item checkbox is ticked, then only the items marked as critical show up which is correct, however if the box is unticked only the items that are not marked at critical show up. I’m not sure if that is how the behavior is supposed to be, but I would like if the critical item box is unticked both critical and non critical items to show up.

Quantity Sold Report Parameters Screen

Quantity Sold Report Results Screen
Attributes Screen - Brand Being a Combo Type
​​​​
Attribute Screen - Critical Being a Checkbox Type
Adding Brand as a Parameter in Report Designer
Adding the Filter for the Brand Parameter
Adding Critical as a Parameter in Report Designer
Adding the Filter for the Critical Parameter

 

Best answer by lauraj46

Hi ​@asingh ,

Choose ‘Equal’ on the dropdown.  In the Value1 column is where you should be able to type the word False.

The idea here is that when the parameter is unchecked the parameter value is False, not Null.

Hope this helps!

Laura

 

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8 replies

lauraj46
Captain II
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  • Captain II
  • 607 replies
  • April 7, 2025

Hi ​@asingh ,

Instead of @Critical IsNull in the conditions, try @Critical Equal False.

Hope this helps!

Laura


  • Author
  • Freshman I
  • 7 replies
  • April 7, 2025

Hi ​@lauraj46 thanks for reaching out. Unfortunately I do not have ‘False’ to select from the list of conditions (see screenshot below). If I type it in manually, it will give an error.

Thanks

Amit

List of Conditions

 


lauraj46
Captain II
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  • Captain II
  • 607 replies
  • Answer
  • April 7, 2025

Hi ​@asingh ,

Choose ‘Equal’ on the dropdown.  In the Value1 column is where you should be able to type the word False.

The idea here is that when the parameter is unchecked the parameter value is False, not Null.

Hope this helps!

Laura

 


  • Author
  • Freshman I
  • 7 replies
  • April 7, 2025

Hi ​@lauraj46, apologies for the misunderstanding. This seems to have solved my problem! Thank you for reacing out!

Thanks

Amit


meganfriesen37
Captain II
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Try Laura’s suggestion using True and False as an “empty” check box should be holding a “false” value in it.

Sometimes when you add a checkbox attribute (especially if you add it partway along the process) the items that look “false” (the check box is not selected) are actually empty though.  Sometimes I’ve found I have to click it on and then off to get the checkboxes to have the correct “false” value.


BenjaminCrisman
Acumatica Employee
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@asingh Checkbox fields which have not been manipulated have no value, so they are null or blank. It’s not until you check it and uncheck it that it actually appears as false. 


lauraj46
Captain II
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  • 607 replies
  • April 7, 2025

Thanks ​@meganfriesen37 and ​@BenjaminCrisman for the clarifications.

@asingh , to cover both scenarios you could include three different OR conditions

(InventoryItem.CRITICALAttribute Equal @Critical OR

@Critical IsNull OR

@Critical Equal False)

Hope this helps!

Laura


  • Author
  • Freshman I
  • 7 replies
  • April 7, 2025

Hi ​@lauraj46, ​@meganfriesen37 and ​@BenjaminCrisman I updated the filters to include the three OR conditions and it yielded the same reusults when tested. However, I will keep it as is and test with a larger dataset and compare.

Thank you for taking the time to look at my request and giving your input.

Amit


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