5 Feb 2020
TIP OF THE MONTH
The Tip of the Month for October is how to add a form in chris21 that is based on a Report Designer report. This enables users to run the report from the form, rather than via the Report Designer tool. This is particularly useful when you want users to run the report via the HR21 interface.
Step 1: Create the report in the Report Designer tool
Step 2: Navigate to Forms (SCN) and select NEW
Step 3: Only complete the following fields:
Interface ‘C’ for a chris21 form; ‘H’ for a HR21 form
Form Identifier Please note it must start with an alpha character
Description Type the name of the new form
Form Type Select ‘D’ from the dropdown list
Designed Report Select the name of the Report Designer report
Step 4: SAVE the record
Step 5: grant users access to the form in the usual way, i.e. via the Privileges (ATT) form and the Menu Designer tool.
Please note: To ensure a user only sees the correct staff when they publish the report, make sure you have the correct Staff Access setting on their User Access form (USR):
Self Only: only see yourself on the report
Organisation: only see staff with the same organisation levels as you
All: see everyone
This can also be influenced by the Profiles form (USP). Have the above field set on ‘All’ then set up a USP record so that the user only sees staff in a certain department, for example.
For all hints and tips go to the client area of our website https://www.frontiersoftware.com/uk/clientarea/upgrade
If you require any further assistance please contact the helpdesk on 0845 601 5441 or email email@example.com