System Administrator Scenarios › How to Customize the Actions Menu › Create a Report Option

Create a Report Option

Create a report option to let a user run a report automatically from the Actions menu. The report displays in a pop-up page. For example, if you add a report option to run the Customer Invoice report, a user can run the report from the menu without leaving the page. Without the option, the user is required to go to the Reports and Jobs option in the Home menu, open the report page, and start the report from that location.

You provide report parameters when you create the option by mapping the parameters to value attributes on the specific object instance.

The following prerequisites are required for a report option:

• A user must have access rights to the report definition to run a report.
• You can only map report parameters to value attributes inside the partition to which the object view belongs.
• The report must be active.

Follow these steps:

1. Open Administration, and from Studio, click Objects.
2. Open the object and click Actions.
3. Click New.
4. Complete the requested information. The following fields require explanation:

   Type

   Specifies the type of action.

   Select Report.

   Scope

   Specifies whether an action is global or limited to a specific instance.

   Values:

   • Global—Allows the user to run the action without having to select a specific instance. This option also makes the action available to be added to any view within any object and to the Home menu.
   • Instance-specific—Allows the user to select a specific instance before running the action. In addition, the action can be performed from within a specific instance. You can add an instance-specific action only to the views for the object under which the action was created. Instance-specific actions cannot be added to the Home menu.

5. Complete the following fields in the Attribute Mapping section:

   Parameters

   Displays the parameter fields that appear when you run an instance-specific action. The parameters vary depending on the action.

   Default Values

   Displays the global default values that are entered for parameters of an instance-specific action. You can change the default values for the action.

   Object Attribute Overrides

   Specifies the object attributes that can override the default values for instance-specific actions. Within an Object Attribute Overrides field, map the object attributes only to attributes of the same data type as the Parameter field value.

6. Save your changes.

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