预过滤Microsoft Dynamic 365 SSRS未在打开的记录上过滤基础
我一直在处理一个非常不友好的情况,无法缠绕着我的头。我对另一个实体采用了相同的方法,它正在按预期工作,但不确定为什么我不能让它与该特定实体一起使用。
我正在SSRS中创建报告,并想确保一旦最终用户打开记录预滤波的记录将适用于打开的记录。 信息发布(ROI))
(记录是我创建的SSR中的
添加了一个名为“ mscrm_datasource”的SQL数据源,然后我添加了我的数据集:
-datasets:
+reparese_of_information
在我的数据集中我有一个简单的代码:我有一个简单的代码:
SELECT Column1, Column2, Column3
FROM FilteredReleaseOfInformation AS T1
WHERE ROIid = @SelectedForm
然后我添加了另一个数据集并将其命名如下:
+crmaf_roiid
上面的数据集具有此代码:
SELECT ROIid AS FormID
FROM FilteredReleaseOfInformation AS CRMAF_RoiID
然后我选择了我的参数,并首先添加了一个参数为 跟随。
常规选项卡:
名称:“ crmaf_roiid”
数据类型:“ text”
选择参数可见性:“内部”
默认值选项卡:
指定值:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="ReleaseOfInformation">
<attribute name="RoiID" />
</entity>
</fetch>
最后我添加了Selectedform参数,如下:
常规选项卡
名称:Selected Form
数据类型:文本
参数可见性:隐藏
可用值选项卡
从查询
数据集获取值:CRMAF_ROIID
值字段: FormID
标签字段:FormID
默认值选项卡*
从查询数据集获取值
:CRMAF_ROIID
值字段:formID
当我进入测试环境时,报告运行,但在查询中选择第一个GUID,而不是选择因此,开放的关联记录,无论打开什么记录,都会显示第一人称ROIID的信息。
** ps:报告在我的解决方案中
** ps:我检查了roiid,可以在实体上搜索roiid,
您想到的是我缺少的东西吗?我花了很长时间的研究,但无法获得这种形式的工作。
我还有另一个工作正常的实体,我不知道为什么这个问题有问题。
I been dealing with a very unfriendly situation and cannot wrap my head around it. I applied same approach to another entity and it is working as expected but not sure why I cannot get it to work with this particular entity.
I am creating a report in SSRS and wanna make sure once an end user opens a record Pre-filtering applies to the opened record. (Record is Release of information (Roi for short))
in my SSRS I created added a SQL data source named "MSCRM_DataSource"
then I added my DataSet which is this:
-DataSets:
+Release_Of_Information
In my data set I have a simple code:
SELECT Column1, Column2, Column3
FROM FilteredReleaseOfInformation AS T1
WHERE ROIid = @SelectedForm
Then I added another DataSet and Named it as below:
+CRMAF_RoiID
above Data set has this code:
SELECT ROIid AS FormID
FROM FilteredReleaseOfInformation AS CRMAF_RoiID
Then I went for my parameters and first added one Parameter as follow.
General Tab:
Name: "CRMAF_RoiID"
Data Type: "Text"
Select Parameter Visibility: "internal"
Default Values tab:
Specify values:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="ReleaseOfInformation">
<attribute name="RoiID" />
</entity>
</fetch>
Lastly I added SelectedForm parameter as follows:
General Tab
Name: SelectedForm
Data type: Text
Parameter visibility: Hidden
Available Values Tab
Get values from a query
Dataset: CRMAF_RoiID
Value Field: FormID
Label Field: FormID
Default Values Tab*
Get values from a query
DataSet: CRMAF_RoiID
Value field: FormID
When I go to my test environment, report runs, but picks the first GUID in the query and not the associated record that is opened therefore no matter what record is opened it shows the info of first person RoiID.
**PS: Report is in my solution
**PS: I checked and ROIid is searchable on the entity
Is there anything that comes to your mind that I am missing? I spent so long researching and yet couldn't get this form work.
I have another entity that is working fine I do not know why this one has issue.
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在您的动态上,请检查某些内容,并确保报告在当前记录上运行
如果在所有相关记录的运行中设置了它,请在您的解决方案中删除报告并再次添加(最好是用一个新名称只需在名称的末尾添加_v2或_v3并再次设置。我相信动态CRM有一个错误。
On your Dynamic-CRM check something and make sure the report is running on Current Record
if it is set on run for all related records Simply delete the report in your solution and add it again (preferably with a new name just add an _V2 or _V3 at the end of the name and set it up again.) this should do the trick as it did for me. I believe there is a bug in Dynamic CRM.