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Finance | Project Operations, Human Resources, ...
Suggested answer

How to add filters to a report in the SysQueryForm

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Posted on by 75

Hello.

I'm a noob in the dynamics world, so I'll try to be as specific as I can.

My problem is as follows.
I'm modifying an existing report,
Also modify the table the this gets some data and adds more fields to it.

When printing the report and wanting to add filters using the SysQueryForm, I can the fields created and filtered by them, but I do not load the data belonging to that field, I must enter them manually and I believe that just as fields this information loads automatically.

Attached photo of what I want to get:

pastedimage1610725367155v1.png

I want my No of tiket field to also charge me the information automatically, as does the Journal field.

  • Suggested answer
    Lucas Boewood Profile Picture
    on at
    RE: How to add filters to a report in the SysQueryForm

    Has this been resolved? If not, can you provide examples of how this is set up? Complete, full examples so we can see what you've done with relationships/references. Then maybe we can help determine why it isn't working the way you desire.

  • MarcosAP25 Profile Picture
    75 on at
    RE: How to add filters to a report in the SysQueryForm

    The 3 fields have the same references

  • Martin Dráb Profile Picture
    232,984 Most Valuable Professional on at
    RE: How to add filters to a report in the SysQueryForm

    It sounds like VehicleType has a reference to a table and Plate doesn't. Don't you agree?

    If you don't know, look at table references.

  • MarcosAP25 Profile Picture
    75 on at
    RE: How to add filters to a report in the SysQueryForm

    These are the fields I have in my table reference.

    pastedimage1611081428296v1.png

    I want the search to be in the fields: Plate, Tab and Vehicle Type.

    All fields are in search, but I only load the information if I select vehicle type

    pastedimage1611081815365v2.png

    If I select Plate for example, it does not bring me any information.

    pastedimage1611081905135v3.png

  • Martin Dráb Profile Picture
    232,984 Most Valuable Professional on at
    RE: How to add filters to a report in the SysQueryForm

    It depends on how many fields are "all". Its normal to have a few fields in a lookup (e.g. an ID and name), which can be defined in AutoLookup field group. But if you wanted to display dozen fields, the lookup would became very cumbersome. In such a case, the user probably should go to another form with the table, find the right record and then use its ID in query criteria. Just look how other lookup forms work in the system. For example, CustTable contains many fields but only a few of them are displayed in the lookup.

  • MarcosAP25 Profile Picture
    75 on at
    RE: How to add filters to a report in the SysQueryForm

    Hello again.

    It's certainly easier with the reference table, I did.

    But now I have the drawback that I would like you to search for all the fields available in the reference table, and not just for one (which is what happens to me).

    Is something like this possible?

  • Martin Dráb Profile Picture
    232,984 Most Valuable Professional on at
    RE: How to add filters to a report in the SysQueryForm

    What would be the source of the data then?

    It's possible in your own form, e.g. by populating a temporary table and using it as the data source of the lookup, but you can do the same in the query dialog. Would it make sense at all anyway?

  • MarcosAP25 Profile Picture
    75 on at
    RE: How to add filters to a report in the SysQueryForm

    It's possible create a lookup without reference table?

  • Martin Dráb Profile Picture
    232,984 Most Valuable Professional on at
    RE: How to add filters to a report in the SystheQueryForm

    The lookup is created based on a table references. It sounds like the table doesn't have any table reference for "No of tiket" field.

    Check out How to: Add a Relation to a Table.

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