Creating Open Window actions for reports

Use the Report window type to search for records matching a qualification and display the results in a report. You can use any compatible report format, including Remedy AR System server reports. For information about creating and using reports in BMC Remedy AR System server, see Reporting on Remedy application activity.

To define the Open Window active link action for Report windows

1. Right-click the If Action or the Else Action panel header.
2. Select Add Action > Open Window.
3. From the Window Type list, select Report.
   The fields required to define the Open Window action for a Report window appear.
4. To control where the report displays, select one of the following Target Locations:
   • New—Opens the form in a new browser window.
   • Current—Opens the form in the current browser window.
   • <String>—Allows you to specify a frame name, which opens the form inside the frame. In the case of a view field frame, the name is VF <FieldId> ; for example, VF536870913.
   • <Field>/<Keyword>—Supply a field or keyword reference that will contain a valid value for the target at runtime. Valid values for the Target identifier is:
     • to-screen: Include a space after the colon. For example, to create a screen target based on a field reference, the value in the field you select contains to-screen:
5. From the Data Source list, select SERVER or SAMPLE DATA:
   • To define a specific server and form, select SERVER, and go to step a.
   • To allow the source data server and form to be determined at runtime, select SAMPLE DATA, and go to step b.
   1. (Data Source is SERVER) Select the Server Name, Form Name, and Form View Name to be used as the dialog box.
      Servers that appear in the Server Name list are those to which you are currently logged in.
      Selecting a form view name is optional. If you do not enter anything in the Form View Name field, the form's default view is used. For more information, see Creating packing lists.
   2. (Data Source is SAMPLE DATA) Define the sample and runtime server, form, and view names or values:
      • Use the Sample Server Name and Sample Form Name fields to select the server and form name to use while defining the Open Window action.
      • Use the Runtime Server Value, Runtime Form Value, and Runtime Form View Value fields to specify the fields on the parent form or the BMC Remedy AR System server keywords that will define the source server, form, and view name for the dialog box at runtime.
        For more information about using the SAMPLE DATA data source, see Using a dynamic data source or destination in workflow.
6. From the Report Type list, select a report type:
   • AR System—Use a BMC Remedy AR System server report.
   • Web—Use a web report.
7. From the Report Location list, select where the report resides:

   • Embedded — Report is stored as part of the active link.

     Note

     If you make changes to an embedded report after creating the active link, save the active link to use the updated report.

   • Local—Report resides on the client's local disk.
   • Report Form—Report resides on the reporting server in the Report form.
     For web clients, the reporting server must be defined in the AR System User Preference form.
     The Report form has a unique index, which guarantees that the report name is unique.
8. To save an embedded report to another area on the network, click Save to Disk.
   An embedded report is saved with the definition of the active link, on the server where the active link is created. Use Save to Disk if you need to access to the report on a BMC Remedy AR System server where the embedded report does not reside locally.
9. In the Report Name field, enter the full path name for the report.
   If the report is located on a network, enter a path with a drive mapping or the full server and directory path (for example, V:\shared\report2.rpt).
   • For Embedded reports, the path name must be for a location on or accessible to, the BMC Remedy Developer Studio client computer. This allows BMC Remedy AR System server to store the report with the Open Window action when you save the active link.
   • For Local reports, select <String> or <Field/Keyword>:
     • <String>—Enter the full path to the report. To navigate to the report location, click Browse.
       The path must be to a location on or accessible to the user's computer. This allows BMC Remedy AR System server to run the report from the client computer when the Open Window action executes.
     • <Field>/<Keyword>—Select a field or keyword that will define the full path to the report at runtime.
   • For Report Form reports, select <String> or <Field/Keyword>:
     • <String>—Enter the name of the report as entered in the Name field of the appropriate entry in the Report form.
     • <Field>/<Keyword>—Select a field or keyword that will contain the name of the report at runtime.
10. From the Report Destination list, select where you want your report to appear:
    • Screen—The report appears in a window as determined by the option selected in the Target Location field.
      For the web client, you must select Screen. The user must print the report from the browser.
    • <Field>/<Keyword>—The report destination is determined at runtime.
      Create an expression to identify a field reference in the Report Destination field. The value of the field at runtime dynamically defines the destination of the report. Valid values for the destination identifier is:
      • to-screen: In each case, the colon must be followed by a space character in the field value. For example, to specify a screen destination using a field reference, the value in the field must be to-screen:
11. In the Qualification field, complete the following steps:
    1. Define a qualification that defines the records to return when the window opens.
       Click the ellipsis to use the Expression Editor dialog box, or type the qualification, using content assist to select fields and keywords. For information about creating qualifications, see Using buttons and menu bar items to execute active links
    2. From the If No Requests Match list, select a handling option to control how the web client responds when no matches are found in the selected form:
       • Do Not Show Any Message—No message appears regardless of results returned.
       • Show Default Message—Standard system-generated message appears if no requests match.
       • Show Message—A message that you define appears.
         The fields for defining a message appear in the workflow editor.
12. If you selected Show Message:
    1. From the Message Type list, select the appropriate message type.
    2. In the Message Number field, enter a message number.
    3. In the Message Text field, enter the text of the message.
       To build an expression using fields or keywords, click the ellipsis button.
       For more information about these parameters, see Message action.
13. (Optional) To specify a sort order for the results, or to enter other advanced options, click Show Advanced.
14. To sort the data in the report, complete the Sort Order table as described in Creating Open Window actions for Modify or Display windows.
15. (Web clients only) To use entry IDs rather than the qualification to select entries for the report, select the appropriate option from the Entry IDs list:
    • <String>—Enter the Entry ID
    • <Field>/<Keyword>—Select a field or keyword that will contain the Entry ID at runtime.
      Select a field reference in the Entry IDs field list that passes the ID numbers of the entries selected for the report in the Query List View. If there is more than one entry ID, separate them with commas. These IDs take precedence over any search entered in the Qualification tab. However, if the Entry IDs field is blank, the qualification criteria are used to create entries for the report.
16. For web clients, if your third-party report engine supports query override, enter Yes or No in the Query Override field to indicate whether you want the query in the results list or table field to override the query stored in the report.
    Make sure that the Query Override field in the Report form is consistent with the Query Override in this Open Window active link so that the report runs correctly.
17. From the Report Operation list, select the appropriate option:
    • Edit—Only for web clients using BMC Remedy AR System server reporting on a pre-6.3 mid tier, where the window type is Report.
    • Run—Only for BMC Remedy AR System server reports on web clients. Select this option to run a report by using the Start command on the ReportType entry for the selected report type.
    • Create—Only for web clients using BMC Remedy AR System server reporting on a pre-6.3 mid tier, where the window type is Report.

    • <Field>/<Keyword>—Enter a field or keyword that will contain the Report Operation type at runtime.

18. From the Character Encoding list, select the appropriate option:
    • Use server—Use the character encoding defined for the BMC Remedy AR System server in the report. This is the default.
    • Alternate character sets—Select an alternate character set for the report. For example, to use Korean characters, select Korean.
    • <Field>/<Keyword>—Select a field or keyword that will contain the character encoding at runtime.