Comfidential form report in mgmt tab but not other tabs

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banerjee...@gmail.com

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Nov 28, 2014, 12:06:59 AM11/28/14
to suppor...@runmyprocess.com
Hi,

In my web interface i have two drop down list Accident Category and accident type, now from accident category when health related option is selected and from accident type health hazard is selected then a switch appears which has a default check which says that the form is now confidential.

In my report tabs i have basic depots and management reports.In basic reports the users can view all the tickets that are being logged by the other user, except the ticket i.e confidential.

When the form becomes confidential then it should only appear in management tab,not in basic reports .

So could you tell me how to do that???

I checked with the filter does not contain confidential but the desired output was not coming...

so please help....

Shobhit Tripathi

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Nov 29, 2014, 3:15:55 AM11/29/14
to suppor...@runmyprocess.com, banerjee...@gmail.com
Hi Somjit,

I am assuming that you are using a process which is triggered after submitting the form.

If this is the scenario then please follow below steps:

1. You have to maintain one status field in your process (like status = confidential). (If user's selected data and submit as confidential.(as you mentioned))

2. Take this status field in process measure's tab.

3. Now you can create process/WI report and add a filter.

4. Select the status field from drop down list and  use status value confidential. (PFA...)

5. Use this report in your Management report.

Let me know if you still facing the same issue.

Thanks & Regards,
Shobhit
Fujitsu- RunMyProcess
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Somjit Banerjee

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Dec 1, 2014, 1:16:50 AM12/1/14
to Shobhit Tripathi, suppor...@runmyprocess.com
Hi Shobit,

I fount out a different method to view the confidential form in my mgmt report, and not in basic reports. And i am getting the desired result now, as this portion is not currently related to the process so currently i am not implementing the status part.

In future if there is any demand of implementing this part in the process then i will definitely implement the status part the way you have said.

currently as i told i am using a switch so i added a filter in my basic reports which is (this form is confidential != true) . As a result the forms which are confidential does not appear in basic reports.

Thanks for your help and suggestion.

Now i only require a little help from you, as i said i am using a switch for confidential i want this part to be mandatory when it appears in front of the user,

so i am using the following script

var r = "[[accident_incident_category]]";
var s = "[[accident_incident_type]]";
if (r=="health related" && s=="Occupational Health") {
id_this_form_is_confidential.setActive(true);
id_this_form_is_confidential.setVisible(true);
id_this_form_is_confidential.setRequired(true);
}
else {
id_this_form_is_confidential.setActive(false);
id_this_form_is_confidential.setVisible(false);
id_this_form_is_confidential.setRequired(false);
}


where listen to variables are accident_incident_category,accident_incident_type here everything is working fine but when i am trying for the required part for my switch at that time it is not coming. could you tell me what to do to make it required?????

Thanks and Regards 
Somjit Banerjee


Somjit Banerjee

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Dec 1, 2014, 1:51:54 AM12/1/14
to Shobhit Tripathi, suppor...@runmyprocess.com
Hi Shobit,

Sorry for the trouble found out another method to implement what i want .

Thanks and Regards
Somjit Banerjee

Shobhit Tripathi

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Dec 2, 2014, 7:58:28 AM12/2/14
to suppor...@runmyprocess.com
Hi Somjit,

I am assuming that you are using a process which is triggered after submitting the form.

If this is the scenario then please follow below steps:

1. You have to maintain one status field in your process (like status = confidential). (If user's selected data and submit as confidential.(as you mentioned))

2. Take this status field in process measure's tab.

3. Now you can create process/WI report and add a filter.

4. Select the status field from drop down list and  use status value confidential. (PFA...)

5. Use this report in your Management report.

Let me know if you still facing the same issue.

Thanks & Regards,
Shobhit
Fujitsu- RunMyProcess

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