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.
Role required: admin
The following report types are not supported on forms: List, Pivot, Multilevel Pivot,
Calendar, and Single Score.
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.
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.
From the context menu, select
From the Available list, add *Chart to the
Use the up and down arrows to position the report on the form.
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.
A gray box with the text Configure chart appears on the
form in the specified position.
Click Configure chart.
Click the search icon () to select a report.
Specify the height of the chart. The default value is 300 pixels.
You can filter the data in the report based on selected fields or based on a
scripted filter or an encoded query.
and use the
The first field must be visible on the form. To add fields to the form, select Available Fields
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.
To change the configuration, right-click the label and select