SSRS Routing on Report Style

Epicor ERP 10
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1

Hey all,

Does anyone know of a way we can change the report style we have to allow users to tick the routing box rather than it being auto-enabled please?

image

The only other way I thought we could do it, is by creating 2 different report styles, one with routing enabled, one without.

Thanks in advance!! :smiley:

2

You could probably catch the report style in a bpm, and turn the flag off.

Looked into it briefly, but BBQ calls.

3

Thank you so much, I’ll take a look at this.

Happy Fourth of July! :fireworks:

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4

Upgrade to a newer version.

The Default setting of having Routing enabled by Default was changed more than 6 years ago.

As I recall, it can be adjusted via a customization but that would have to be done on each Report that supports Print Routing.

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5

We use a small customization on the print forms for the load event:

	private void DynamicCriteriaReportForm_Load(object sender, EventArgs args)
	{
		// uncheck Routing checkbox
		StateButtonTool rchk = null;
		rchk = (StateButtonTool)baseToolbarsManager.Tools["_sbtRouting"];  
		rchk.Checked = false;
	}

You’ll need to add a using:

using Infragistics.Win.UltraWinToolbars;

If you have more than one report style and if you want this for all, you may need to change the event (possibly EpiViewNotification Initialize)

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6

This is not specifically what you asked - and i hate to be that guy - however, as a best practice I would create a separate “Routed” report style and call it “Sales Order Ack EMAIL”.

The “Routed” report style is NOT the default - forcing users to explicitly choose the “Email” report style when they want to send out an email version.

Please remember that not all solutions require code.
DaveO

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7

Building on what @DaveOlender and others have alluded to, you can have different report styles but keep the same report. So if you’re concerned about having extra report .RDLs to keep in sync/updated, you can use the same one for both report styles so you still only have to maintain one. I really like Dave’s option and we’ve done this in practice for several reports.

Another place this came up was a solution I was building that involved an email but only if the customer had a certain setting. So if you had a flag that was able to be set using a BPM or similar on the sales order, you could get away with one routed report style and then just use a condition to check the flag in your routing to decide if you want to execute the routing or not. Then you can instruct the users to check the box that says to “do this every time” and click Yes to the routing prompt. Then they won’t be prompted and the logic is still controlled elsewhere.

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8

That’s great, thanks so much all! I’ll stick with creating 2 different report styles.

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9

We do the same, we tried the unchecked by default route before but users forget to check just as easy as they did to remember to un-check it. :man_shrugging:

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10

Ahh that’s a really good point actually, think we would of had the same issue, thanks Randy!!

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11

I was wondering this myself so following the easiest advice above I just created a copy of my main reports i’ve been modifying with routing removed and stuck “NoEmail” into the title then made them default.

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