Contents of the Report Custom Options Form
Use this form to create custom options that display on the Custom Options tab of the Options dialog box in Reporting.
Toolbar Options
Field | Description |
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Lookup Lists | Click to open the Lookup Lists dialog box, from which you specify the selection values for options with a Data Type of Lookup or Search. |
Fields
Field | Description |
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Report Name | Select the custom report for which you want to create custom options. |
Grid Toolbar Options
Field | Description |
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Options Drop-down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
Insert | Click this option to add a blank row to the grid, in which you define a new option. |
Delete | Select a row and click this option to remove the field from the Custom Options tab. |
Move Up and Move Down | Click Move Up or Move Down to modify the order of the options. |
Grid Fields
Field | Description |
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Option Label | Enter a name for the field. |
Parameter Name | Enter a parameter that you will use to reference the field in a custom report. Acceptable characters include all alphanumeric values and the underscore ( _ ) symbol. |
Data Type | Select the data type for the custom field. Some of these options are lookup list fields. Lookup lists are fields in which you can search for and select a particular account, contact, employee, and so on. You have the following options.
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Default Value | Enter the default value for the field. This field is available with the standard data types String, Numeric, Date, Search, Lookup, and Check Box.
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Display Width | This field determines the number of characters you want to display for the field. Vantagepoint calculates how wide the field should be on the screen based on the fonts used in Vantagepoint. |
Memo Height | If you select Memo in the Data Type field, this field allows you to determine the number of lines you want to appear for the memo. For example, if you enter 5, Vantagepoint calculates the proper height of the memo field, to accommodate five lines of text. |
Limit to List | This option applies only to fields with a Data Type of Lookup. If you select this option, users will only be allowed to select one of these pre-defined values. If you do not select this option, users can either select one of the pre-defined values or enter other values not included in the list. |
Total | Select this option if you want a column total to appear at the bottom of the grid. This option applies to Numeric data types only. |
Currency | If you selected Numeric in the Data Type field, this field allows you to use your currency format. |
Decimals | If you selected Numeric in the Data Type field, this field allows you to determine the number of decimal points in the number. For currency, this defaults to your currency format (2 for U.S.) |
Minimum Value | If you selected Numeric in the Data Type field, this field allows you to determine the minimum number that the user can enter in the field. |
Maximum Value | If you selected Numeric in the Data Type field, this field allows you to determine the maximum number that the user can enter in the field. |
Required for Accounting | Select this option if the field is required for Accounting. In other words, Vantagepoint will not save the record if this field is not filled in. This option is only available if the Accounting application is installed. |
Required for CRM | Select this option if the field is required for CRM. In other words, Vantagepoint will not save the record if this field is not filled in. This option is only available if the CRM application is installed. |
Parent Topic: Custom Report Options Form