How to add an additional Filter Option value and a Sort By option to the OpenPOReport system report

[ckrusen (Calvin Krusen)]

To pass a value to a report via the CallContextBpmData variables
(my example images will be for adding a checkbox to the form)

1. Customize the form that runs the report, by launching in developer mode.

2. Enter customization mode

3. Add the control to hold the variable (textbox, checkbox, combo, etc…)

4. Bind that control to a CallContextBpmData member
   

   

5. Save Cutomization and close

6. Launch Report Style Maintenance, and load the report ID

7. Copy the Report Style to a new Style

8. Download the Report

9. Open the report you downloaded with Report Builder

10. Edit the main dataset’s query expression. Adding the field to the select phrase, and a new join phrase. In my example (the OpenPO report), the PoHeader dataset is the main one. So in its query expression, I add the highlighted parts:
    

    
    
    I choose T4 as it was the next available “T#”

11. Add the query field:
    

    
    
    (You can give it a better name if you’d like).

Now I can use that checkbox’s value in my report. For example, to enable a grouping

12. Save the Report RDL
13. Upload to server (via Report Style Maint.)

Notes

1. You can add a control on the form to use as a filter, but it only affects the rendered output. It does not filter the data created by the RDD. So make sure that you use it appropriately.