By using this website, you agree to our Terms of Use (click here)
I am following a Technical Tuesday post about using Automation Steps to add items to the Actions/Reports/Inquiries menus on certain screens.
I am able to get the desired report to show up and execute actions the way I want, but I'm wondering if it's possible to pass values for custom parameters to a report this way.
I specifically want to pass a bool as true. This bool isn't present on the screen I'm using and is only a toggle for functionality in the report I'm using. I simply want this report to behave distinctly based on whether this particular menu item was clicked.
The "Field Name" box of the "Fill With Values" popup seems to want us to select from a dropdown but it accepts freetext. I've tried passing this parameter/value and I've had no success.
How do I get this to work, or is this possible?
(I'm sure if I edit the page code I can get this, but I want to avoid doing that)
Thanks all in advance
Excellent question Garrett. I had the same question a couple of years ago but, unfortunately, based on a conversation I had with an Acumatica developer, it doesn't look like this is possible in Automation Steps.
As far as I understand it, the screen passes the primary key fields to the report and you don't have any control without doing a customization.
I have heard rumors though that Acumatica will be revamping Automation Steps at some point to be cooler so fingers crossed that maybe we'll get the ability to do this at some point in the future.
I think what I'll do then is create a new report but use the same file but with the desired behavior just set to default. I'll give it a similar name/number and I'll hide it but I'll call it using the automation step. It will give the illusion of running the same report with a different option toggled without actually doing so.
Perfect. As long as your parameter isn't dynamic, this will totally work.
Also note that you could use Automation Steps to add multiple reports on the REPORTS menu of the screen. Then you would just be relying on the user to choose the correct report.