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In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Sincerely,
Tim Rodman

#AcumaticaTnT Using an custom attribute to sort records on a report

Acumatica Report Designer
Last Post by cschwark 9 months ago
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Laura Carpenter
Posts: 10
 Laura Carpenter
Topic starter
November 22, 2021 4:46 pm
(@lauracarpenter)
Member
Joined: 2 years ago

I created a report using a number of custom attributes as well as other standard fields in the VendorR table.  I would like to sort the data by one of my custom attributes however when I enter the custom field as the Data Field in the Sorting and Grouping table of the schema builder, it doesn't actually work.  The custom field is set up as a text field but only numbers are entered into the field on the vendor.  Any suggestions on how to get the report to sort by this custom field?

7 Replies
Tim Rodman
Posts: 2957
 Tim Rodman
Admin
November 22, 2021 7:57 pm
(@timrodman)
Member
Joined: 7 years ago

Can you attach the RPX?

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Laura Carpenter
 Laura Carpenter
(@lauracarpenter)
Joined: 2 years ago

Member
Posts: 10
November 23, 2021 6:46 am
Reply toTim RodmanTim Rodman

@timrodman

The red circled field is the one I'm looking to sort by.

image
SO691001.rpx
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Tim Rodman
 Tim Rodman
Admin
(@timrodman)
Joined: 7 years ago

Member
Posts: 2957
November 23, 2021 7:34 am
Reply toLaura CarpenterLaura Carpenter
Tim Rodman

@lauracarpenter Two things:

1. Can you show a screenshot of the sorting area?

2. Is the Attribute a Combo Box and, if so, could it be sorting on the IDs rather than the displayed values?

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Laura Carpenter
 Laura Carpenter
(@lauracarpenter)
Joined: 2 years ago

Member
Posts: 10
November 23, 2021 7:45 am
Reply toTim RodmanTim Rodman
Laura Carpenter
Tim Rodman

@timrodman I think this is what you are looking for. 

image

 As far as the type on the Attribute, I have it set up as text control on the attribute, not a combo box.

image

Here is what I'm getting when I run the report.

image

I also notice when I run the report and look at the Additional Sort & Filters tab, my sorting property doesn't show up.

image

 

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Tim Rodman
 Tim Rodman
Admin
(@timrodman)
Joined: 7 years ago

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Posts: 2957
November 23, 2021 2:52 pm
Reply toLaura CarpenterLaura Carpenter
Tim Rodman
Laura Carpenter
Tim Rodman

@lauracarpenter See if this solves the problem for you:

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Laura Carpenter and mcraig reacted
Laura Carpenter
 Laura Carpenter
(@lauracarpenter)
Joined: 2 years ago

Member
Posts: 10
November 23, 2021 3:18 pm
Reply toTim RodmanTim Rodman
Laura Carpenter
Tim Rodman
Laura Carpenter
Tim Rodman

@timrodman That worked perfectly!!!  I figured there was a link to another table that I was missing but I never would have guessed it was the CSAnswers tables.

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Tim Rodman reacted
cschwark
Posts: 1
 cschwark
April 29, 2022 2:38 pm
(@cschwark)
Member
Joined: 2 years ago

I just tried this as well and it worked! Thank you for the video, it really helped 

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Tim Rodman reacted
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