Get Report Filter Values from Other Sources

Last Updated: 11/07/2018 Introduced in Version: 2.0

In this example we are going to demonstrate how to use a Flow to Coordinate run time editable filters on a report.

 

Example

We begin in Designer Folder with creating desirable number of Reports. For this example we create two Reports: Accounts Report and Folders Report. To create a new Report we click Create Report from Designer Folder Actions menu. We select Create Report from this drop down menu.

 

Next, we name Report and click Create to proceed to Report Designer.

 

Our first Report designed as follow. It has Account Id and Email Address columns from Account Data Source. In addition, it has Email Address Contains Filter that was intentionally renamed to MyNameFilter.

Set Runtime Editable option from Runtime Behavior dropdown menu. We left Value setting blank. This Value will be controlled with our Flow that we will create shortly in this example.

 

 

In exactly the same way we create our second Report. We used Folder Data source for the Report and Folder Name Filter that was renamed to MyNameFilter as well. Mention that we need to use the same name for all filters in our reports that we want to control with our Flow. In the second Report MyNameFilter is configured the same way it was configured in the first Report.

Back in our Designer Folder we click Create Page/Dashboard to create new Page.

We name our Page and click Create to continue to the Page Designer.

 

In our Page Designer we drag our Reports to the workspace. To do it we drag Data View item that refers to our Reports. This item is found in the ToolBox in Reports > [Existing Reports] > [Current Folder] > Report: Report Accounts for our Accounts Report, and in Reports > [Existing Reports] > [Current Folder] > Report: Report Folders for our Folders Report.

 

 

 

Next, we need to get our Folder’s Id to use in our Flow. We expand our Folder’s Options and select Manage > Get Designer Project ID.

In the resulting pop-up window we copy Designer Project Id to the clipboard and click Ok to close it.

 

Now we can create our Flow. We click Create Flow in Designer Folder to create a new Flow.

 

We name our Flow and click Create to proceed to the Flow Designer.

 

When Flow Designer opens we use Quick Add Step dialog to add New Form to our Flow. We Expand Flows, Rules, Forms and Reports > Forms[Interaction] section and select [Pick or Create Form] step. We give our step name and click Add to add it to our Flow.

 

 

Next, we create a new form and proceed to the Form Designer. Our Form is designed as follow. It has a TextBox for user’s inputs that we are going to use as a Value for our Filters and a Button for user to submit the request.

When finished we save our Form and close Form Designer to get back to our Quick Add Step dialog. Next we expand Flows, Rules, Forms and Reports > Forms[End] category and select End Form Session step. We click Add to add it to our workspace.

 

 

Next, we use Quick Add Step dialog to connect End Form Session to the End step in our Flow. Expand Steps In This Flow category, select [End Step] and click Connect.

 

Select our End Form Session step on the workspace and select Navigate from its Behavior > Options dropdown menu.

 

We locate Parameters options for our End Form Session step and click Add New link to add new Parameters.

In the resulting pop-up window we specify the name of our Parameter. For every runtime filter we want to set, we specify the filter name, a dot, and then the property name like this: MyNameFilter.Value. We define its type String. Then, we click Ok to save and close this window.

 

Next, we need to configure mapping for the Inputs for our End Form Session step. For Folder Id we use our Designer Project Id from previous steps in this tutorial. For our Parameter MyNameFilter.Value we use user’s input from the first Form in this flow. Finally, for the PageName we use the name of the Page we created earlier that contains our Reports.

 

This completes our Flow. We can save and close it to return back to our Designer Folder. We locate Thumbnail for our Page and click Edit Page from its Action menu.

In the Page Designer we expand Flows category in the ToolBox and drag Flow Run Part component to our workspace.

 

For Flow Run Part component we use Flow Id picker button to pick our controller Flow that we have created previously for this tutorial. This completes our page. We save and close Page Designer.

 

Back in our Designer Folder we use the View that we have created using our Page to test the results.

Our Reports are shown and we type our request into the Flow’s Text Box and click Button to see if this request will apply to both Reports. 

 

Additional Resources