Configure charts on forms

You can add reports to forms such as change requests, and configure the report visualizations to display information relevant to the user of the form. The configuration is specific to the current view.

Before you begin

Role required: admin

The following report types are not supported on forms: List, Pivot, Multilevel Pivot, Calendar, and Single Score.

Procedure

  1. Select the table on which you want to configure a form with a report in the Filter navigator and select a record. For example, select a record from task.list.
  2. From the context menu, select Configure > Form Layout .
  3. From the Available list, add *Chart to the Selected column.
    Use the up and down arrows to position the report on the form.
  4. (Optional) Specify a label for the chart.
    The label appears next to the report in the form. If you do not specify a label, the label New Chart is used.
  5. Click Save.
    A gray box with the text Configure chart appears on the form in the specified position.
  6. Click Configure chart.
  7. Click the search icon (Search icon) to select a report.
  8. (Optional) Specify the height of the chart. The default value is 300 pixels.
  9. (Optional) You can filter the data in the report based on selected fields or based on a scripted filter or an encoded query.
    The first field must be visible on the form. To add fields to the form, select Configure > Form Layout and use the Available Fields slushbucket.

    On the Report condition extension tab, select the form field on which the report is updated and the field on the report source table to which the form field is compared.

    To specify a scripted filter or an encoded query, select Advanced Condition Extentions and paste the script in the Report Qual text box. Advanced condition extensions, if present, override report condition extensions.

  10. Click Update.
  11. To change the configuration, right-click the label and select Configure chart.Report on form label with context menu highlighting Configure chart.

Result

The selected report appears on all forms which are of the same type as the one selected. These reports are filtered based on the report condition extensions.