Data Selection Filters

The following table is a list of placeholders for the data selection filters along with the type of option user will have for selecting data. While list boxes allow the user to select one or more item, the drop-down lists allow user to only select one item. Text boxes allow user to type in specific selection criteria where multiple items may be entered.   

 

Placeholder

Code

Field Entry Type

Organization

%c

list box

Resource Group

%g

drop-down list

Resource Skill/Type

%s

drop-down list

To Date

%t

text box

From Date

%f

text box

Resource List/Personnel

%p

list box

Agreement

%n

drop-down list

Level 2

%w

text box

Default Assignment

%a

text box

Level 1

%b

text box

Area ID

%d

text box

PID

%e

text box

Timesheet Reference

%d

text box

Equipment Groups

%i

drop-down list

Equipment Types

%j

drop-down list

Equipment Resources

%k

drop-down list

Material Groups

%l

drop-down list

Material Items

%m

drop-down list

Login ID

%o

text box

Schedule Name

%q

drop-down list

Shift Name

%r

drop-down list

Extra 1

%x1

text box

Extra 2

%x2

text box

Extra 3

%x3

text box

Extra 4

%x4

text box

Extra 5

%x5

text box

Override Reason

%u

drop-down list

Hour Type

%y

drop-down list

Site

%v

drop-down list

Master Organization

%z

drop-down list

 

When selecting the Enable selection of "From Date" and Enable selection of "To Date" checkboxes, check within the report to determine what value needs to be passed for the date range. Some dates are stored in the database as YYYYMMDD format, so some conversion must take place within the report to display the date(s) in a desirable format.  

 

If the date range field is a formula field in the Crystal Report, then the result of the data selection filter for the from date may appear as {Table.Field_Name}={^FROM=%f} and the selection filter for the to date may appear as {Table.Field_name}={^TO=%t}. The “^” symbol replaces the @ symbol from Crystal Reports to indicate it is a formula and the “FROM” or “TO” represents the name of the formula field.

Examples of Data Selection Filter Criteria

Change the label for a selection option(s)

The column in the Reports table called Label_Text handles the labels for the selection options on the Reports screen. The maximum length of the column is 500 characters,  

allowing multiple labels to be changed for specific reports.

 

In order to change the label of a selection option, the default label text must be entered without any spaces between the default label name, the equals sign, and the new label name. The new label may contain spaces and must be followed by a “|” (pipe) to signify the end of the label name (even if there is only one label).

 

Only selection options that are enabled can have the labels modified. To modify multiple labels, the text must be separated by a “|” (pipe).

 

EXAMPLE: Level1=PO/Line Item|Level2=Work Order|

Selection of multiple items from a list box

To allow user to highlight multiple items in a List Box, use “in” instead of “=” between the table.field_name and the placeholder. The values from these controls will be passed to the report as a comma separated string. To restrict the user from selecting multiple items, do not use “in”, use “=”.  The user will only be allowed to select one item.

EXAMPLE: {allocated_time.company_code} in {%c}

 

Use of text boxes for single or multiple selections

Two options are available to allow user to type information in a text box.

  1. The first option requires the user to type in specific data.
    EXAMPLE: {allocated_time.work_unit_id} in {%w}

  2. The second option uses a wild card and allows the user to only type in partial information. The user can type in one work unit id or multiple ones, separating them with commas. The report will display only the work unit IDs that match the ones entered by the user.
    EXAMPLE: {allocated_time.work_unit_id} like ‘*%w*’

Use of stored procedures

Reports can be written to pull data from stored procedures instead of tables and/or views. Parameters from the stored procedure are passed using the following format:

EXAMPLE: {@company_code=%c}{@employee_id=%p}