Passing Inputs on a Flow Sourced Report

Last Updated: 12/07/2018 Introduced in Version:

This example demonstrates how to pass inputs on a Flow Sourced Report using two different reports and then displaying both reports on a single Page.  The Page will give a view of the Feilds that each account is associated with. This example uses accounts and then displays a list of the groups associated with each account when that account is selected.

 

Example

Steps

  • GetGroupsForAccount: Integrations>Internal Services>Group Services> GetGroupsForAccount

 

The image below displays a flow built for the purpose of getting accounts from a database using a step called GetGroupForAccount and then outputs groups for each account. 

Figure 1

 

Configure Flow Steps

Start Step

On the Start Step under Common Properties and Under Flow Data select Show Editor and add Flow input data. For this example, accountid (string) is used as the Input name.

Figure 2

 

Get Groups For Account

Select Get Groups For Account Step. Under Inputs next to account id choose Select From Flow and Pick the Input name created on the Start Step.

Figure 3

 

End Step

Select the End Step under Common Properties. Under Data and under Output select Show Editor to add Output Data. For this example, grouplist (Group) is used as the Output name. Under Inputs and next to grouplist choose Select From Flow

Figure 4

Now save and exit the flow to Navigate back to the designer Folder. 

 

Create a Report

In the designer Folder create a Report that collects and displays all Accounts and a Report that displays the Groups.  

 

Account Report

Create a report that passes in Account as the Data Source. Under Data Sources select Common and then Account Data Sources. Under Data Fields select Add and choose the Fields that will display on the report. The report example has Email Adress and Account ID added to the Fields displayed.

Figure 5

 

In Data Fields select Account Id column and select Send Data as Filter Change Source and make the Filter change source accountid. This name has to match the configuration name on the other report. 

Figure 6

 

Group Report

Create a report that is sourced from a Flow. This example shows the Flow Output name is group list. To pass in the Flow Data in the report select Add under Data Sources choose Group Report Source Flow. Under Data Fields select Add to choose the Data Fields for display Next, under Settings and under Runtime Behavior choose Get Values From Other Reports. Under Configuration enter the Input name created on the Start Step.

Figure 7

 

Create a Page

Create a Page that displays both reports, using the Report Viewer. Select a row in the account, the Report Viewer will show all groups associated with the selected row.  In this example, admin@decisions.com is selected on the left side of the Report Viewer and on the right side of the page the groups are listed under Group Id. 

Figure 8

 

Additional Resources