Display Relations in an "Overview" manner
Thanks
to author :
George
M. Menegakis
How to do :
Normally this belongs to
"Creating relations through sd_dataform.bat"
but since this thread is already big and since this tip's purpose is just to
display relations in an overview manner and not to create new ones, it goes to
a new thread.
Well, create an smart action named "Items related to this Service
call", use as application the "sd_dataform"
and as action
"Service Event Relation" +"Service Call.ID=[ID]" -ListAlways
Now highlight or open a service call. If even one item is related to this
service call, the relation will be listed!
However there is more! Much more!
For example launch a dataform like this:
sd_dataform "Service Event Relation"
+"Service Call.ID!=0" -ListAlways. This
will list all relations to/from a service call. And the good part is that you
can Customize that view. And the better part is that
you can Export this view! Right click on the view and from the "Report
Style" select anything but "Standard". Right click again, press
"Publish". Then you can either export to an html file or just select
all, copy and paste it to Excel or Word.
Have in mind that the view is customizable! You can either customize it by
right clicking on the header or if you want this permanently, go to
"Presentation/Views/Service Event Relation"
You can use the same trick for:
CI Component, CI Relation, CI On workorder, CI on
Service, Workgroup member... use your imagination.
To find what field you should use as filter, just go to
Presentation/Form/<Relation Type Form>, open the form and view the field
labels!
For example for CI Relation
sd_dataform "CI Relation" +"CI From.Searchcode=<blahblah>"
-ListAlways
As I said these views are customizable and can be exported!
Overview actions didn't give us any option to display relations but who care?
We have sd_dataform :)