Quick Report Custom Menu Sample

This page describes how to create a custom menu item that executes a quick report.

Define the Custom Menu

  1. Open the page Solution Manager/User Interface/Custom Objects/New Custom Menu.
  2. Enter the window where you will use the custom menu.
  3. Enter the menu title. This is the text that will be shown in the pop-up menu.
  4. Set Action Type to Quick Report.
  5. Enter the quick report to be executed in the Action Parameters pane. The name is the number that identifies a quick report.
  6. Presentation object will be added automatically. The PO must be granted to the user to be able to run the custom menu item.
  7. Consider if bundle execution should be applied. When it is checked the Quick Report is performed once for all keys of the selected rows. When it is not checked the Quick Report is performed for one selected row.
  8. Specify Report Parameters in the Key Translations grid. The report parameters are the substitution variables within the SQL expression of the quick report. The value to map to the report parameter is the corresponding database column name in the window where the custom menu is used.
  9. Press Save button to save the custom menu.

Quick Report Custom Menu using Bundle Execution

The Bundle Execution property on custom menus of type Quick Report enables the custom menu to operate on several objects selected in an overview window. If not used, the custom menu operation only applies to one selected object. The Quick Report must also be designed to support bundled execution. This means it must be of type "SQL Statement" and the where clause of the SQL statement must use the IN operator. See the following example: 

SELECT * FROM IFSAPP.SUPPLIER_INFO WHERE (SUPPLIER_ID, NAME) IN ([&SUPPLIERVALUES])

The where clause above has a substitution variable (quick report parameter) which is surrounded by square brackets. The square brackets indicate that it is an expandable report parameter and it will be accepted by the SQL parser validation.

The window columns that will be used as parameter to the Quick Report are defined in Expandable Parameters on the custom menu.

Source Key Names are the window columns. Parameter is the Quick Report parameter (substitution variable). The Expandable Parameters will only be enabled when the checkbox Bundle Execution is checked.

When the Quick Report is executed the substitution variable will be replaced with the column values for the selected rows in the window of the custom menu. The SQL statement above for example will look like this if the custom menu was executed on two selected rows:

SELECT * FROM IFSAPP.SUPPLIER_INFO WHERE (SUPPLIER_ID, NAME) IN (('1','SUPPLIER 1'),('2','SUPPLIER 2'))