MichaelCross
Fri Mar 30 08:06:03 CDT 2007
JM,
Again, pre-filtering takes care of all that. In the query, you just need to
specify the join in the FROM statement. Here's an example:
FROM FilteredQuote CRMAF_FQ LEFT OUTER JOIN
FilteredQuoteDetail FQD ON CRMAF_FQ.quoteid =
FQD.quoteid
Note that this example has pre-filtering only on the quote header, not the
quote detail.
Mike
"JM" wrote:
> Hi Michael,
> Thanks for that. Now here's the question, within my query, I need to return
> fields from the contact entity as well as fields from a related entity (e.g.
> activities). How do I specify that the GUID of the contact will be used to
> filter the related entity that I need as well, all within one query string?
>
> In the 'usual' non CRM query sense, you would do an inner join between
> contact an activities where the contactid in activities would be the GUID
> passed in.
>
> Hope it makes sense? Help please?
>
> Thanks!
>
> "Michael Cross" wrote:
>
> > JM,
> >
> > Believe me when I say I know what you are going through. I have developed
> > reports for awhile using all the standard tools (Access, Crystal Reports,
> > etc.), and I too was trying to figure out how to pass the GUID to the query.
> > The pre-filtering was such a different paradigm that I can't even remember
> > how I finally arrived at the "Eureka!" moment.
> >
> > Anyway, feel free to ask further questions. However, I think that once you
> > understand this concept you are well on your way.
> >
> > Mike Cross
> >
http://www.navint.com
> >
> >
> > "JM" wrote:
> >
> > > Hi Michael - do ignore the previous post. I've managed to sort it out . The
> > > where clause is not needed with the pre-filters. Thanks again! :-)
> > >
> > > "JM" wrote:
> > >
> > > > Hi Michael,
> > > > Thank you for your help. With the pre-filtering, do I need to specify a
> > > > special parameter field in my query string of the dataset during the report
> > > > design? Ie. Select * from filteredcontact as CRMAF_filteredcontact
> > > > where contactid = @contactid
> > > >
> > > > Do I need the 'where' clause at all?
> > > > I can't seem to get my head around this. Thanks in advance.
> > > >
> > > > "Michael Cross" wrote:
> > > >
> > > > > Use the pre-filtering capability available in SRS. Then when you upload the
> > > > > report to CRM, make it available through the Contact entity.
> > > > >
> > > > > If you do this, then the report will be available from within the Contact
> > > > > entity grid. Selecting a contact record and then running the report will
> > > > > automatically pass the contact GUID to the report. You do not need to specify
> > > > > the GUID.
> > > > >
> > > > > The key is the pre-filtering, so be sure you become familiar with this
> > > > > functionality. It is very powerful, and is not a concept that most report
> > > > > authors are used to.
> > > > >
> > > > > Mike Cross
> > > > >
http://www.navint.com
> > > > >
> > > > >
> > > > > "JM" wrote:
> > > > >
> > > > > > Hi,
> > > > > > I am trying to create a report that passes the Contact GUID from the contact
> > > > > > form into a custom SRS Report. How do I reference this GUID?
> > > > > >
> > > > > > Help please??
> > > > > >
> > > > > > Thanks in advance.