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== Worked Example - Creating the initial report ==
A cross linked report is built as part of a customised group report. In the same way that a rolling totals report is completely independent of the settings of a customised group report, the The cross linked report requires a customised group report to be part of but the settings are completely independentof how the customised group reporting works.
The cross linked report MUST be set up on the parent form. So Form 615 in our example. We only need to fill out the first screen of the Customised Group setupset up, for the moment.
[[File:CrossLinked_Demo005.png]]
Cross Linked Options
* Layout : Interactive. See [[CrossLinked_Layouts]] for the different options available.
Child Parameters
* Child Campaign : Choose the child form Blended - Demo - CrossLinked - Contacts
* Link Field : This is the Basic - Campaign Listing field. You use field mapping to find this information out. in our example case it is strCDA_616_field_0_1
Interaction Options
* Flow Control : SameWindow
* eCourse Asset Ids : Allows eCourse assets to be drawn into the report. Leave blank.
* Child Buttons : No
* AED Buttons - Child : False
== Worked Example - Creating a link to the report ==
Now getting into the report is the next step, so that you can see what you've set up so far before we begin tweaking.
We can use the Control Bar module to speed things up here and store our link for us.
Main Menu > Data Profiling > Instant - Dashboards > Control Bar Button - Cross Linked > Demo - CrossLinked - Business > Choose a Personal link > Click create the link
From here on your Main Menu there should be a new button in your private links called "CrossLinked - Cross Linked Demonstration"
When you click it, you won't get that much of an interesting report to look at. You will however note that the parent is displayed as 1 and indented below it are the two children contacts with ids 1 and 2.
[[File:CrossLinked_Demo006.png]]
== Worked Example - Customising for the parent of the report ==
The first challenge we have is that we need to let the report know what parent fields to display.
This is done through the "Fields and Grouping" part of the customised report
Main Menu > Data Profiling > Customised - Group Management > Group - Edit Fields and Sequence > Demo - CrossLinked - Business > Choose your Customised Group > Tick "Business Name" and "Website" then Save and continue > On the next screen "Save and Continue" again.
Now we use our private link to review our report. You can now see the parent row has the fields displayed.
[[File:CrossLinked_Demo007.png]]
We now go back in to modify the settings of the CrossLinked report
Main Menu > Data Profiling > Customised - Group Management > Group - Edit Cross Linked Campaign Engine Settings > Demo - CrossLinked - Business > Choose your Customised Group > Interaction Options >
* Parent Buttons : Yes
* AED Buttons Parent : False
We see now that we have in the report and easy button to go straight to that record.
[[File:CrossLinked_Demo009.png]]
Tweaking again we add in the AED buttons. Main Menu > Data Profiling > Customised - Group Management > Group - Edit Cross Linked Campaign Engine Settings > Demo - CrossLinked - Business > Choose your Customised Group > Interaction Options >
* Parent Buttons : Yes
* AED Buttons Parent : True
Retrying our report we now see:
* AED Buttons are the new Edit Delete and Copy buttons to the left of the parent record
[[File:CrossLinked_Demo008.png]]
== Worked Example - Customising for the children of the report ==
Now we want to customise the children fields. First thing we need to do is to pick up the fields we want to display for the children. We get this from the field mapping of the child form:
* Contact Name - Firstname: strCDA_616_field_1_2
* Contact Name - Surname: strCDA_616_field_3_2
* Phone: strCDA_616_field_0_6
* Email: strCDA_616_field_0_7
We add these into the report settings, separated by commas. We also turn on "Child Buttons = Yes" in the Interaction Options and we get:
[[File:CrossLinked_Demo010.png]]
