How to display attribute on query header or top/bottom bar

rbross

Hello,

I would like to display a total in the header of the query. Is there a way to do this?

Roger

tford

Roger,

You can use <<LoggedInRegularUser.SomeAttribute>> or <<SystemSettings.SomeAttribute>> in a Query title. The one limitation is that the query title does not auto refresh. It takes a new display of the perspective to reflect any changes in the total.

One other alternative if to uncheck the "show title" box of the query and display a form in the VP Content Panel above the query. With a form, you have a bit more flexibility in formatting the total & other related info and can also take full advantage of auto refresh if necessary.

rbross

Thanks Tom, hadn't thought about creating a VP!
That might work better, the total will need to update after they run a process which will mark some records and cause the total to change. So it would need to be able to refresh with out having to close the query and re-open it.

Looks like i will need to create another process for this... one to get the total amount to display and the other to display to vp... sound about right

Roger

PS
We showed the AVX Sales Ledger process to the customer yesterday and they really liked it!

tford

Looks like i will need to create another process for this... one to get the total amount to display and the other to display to vp... sound about right

You could just display the VP at the end of the process which marks records and causes totals to change.

Not sure what's on your query & total form and how whether a user might want to do this multiple times. If so, on the VP that shows the Form with totals & the query below it, you could call the process for marking records, etc. That process could trigger an auto refresh of both the form (total) and the query below it.

You could also run an initialization process like is used in the sample applications. This is a screen shot of the Administrator VP of the CRM sample app.

Glad your client is happy!

rbross

Tom,

Can you only display query's in a VP or can I display a Form with a Query underneath it?
Not sure how to get the Form as part of the VP?

Roger

tford

You can definitely show a form on a VP panel. The screen shot shows how you start a process that will display the form. In this case, the process " Totals__Filter_View_Selections" has one line:

VIEW LoggedInRegularUser USING 'Filter Admitted Students'

form VP.png

rbross

"You could just display the VP at the end of the process which marks records and causes totals to change."
Tom,

I don't want to display just a form. I added the view at the end of the process to see what that did. That's not the result I am going for.

This is the VP. 1st query is AVX_Sales_Ledger Query(Scroll to bottom of image to see 2nd query)
2nd query is the Credit Total query from systemsetting.

This one is settings for the Refresh Settings on the SystemSettings Total Credit Query

AVX_Sales Ledger VP settings(both use Results of Query)

tford

Have you tried adding SystemSettings to the list of BO's that trigger auto refresh?

rbross

No, but I will.
I also created a new VP and call it after the Calc process ends. So I have:
Rule 1 SystemSetting.TotalCreditDue=SUM AVX_Sales_Ledger WHERE(....)
Rule 2 Display Layout AVXSalesLedger FROM_VP 'AVX Sales Ledger'

This seems to work a bit smoother when opening it from the tab
So every time The AVX Sales Ledger Tab is clicked on the process will kick off to refresh the total Credit Due.
Maybe I need to make this Rule on the SystemSetting BO or would it be the AVX-Sales Ledger BO. Still get confused about where thing need to go!

Roger