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Created page with "== Overview == Business Express (BeX) has the ability to display a number of reports and representations of data. One of the more complicated reports that can be built aut..."
== Overview ==
bxp software (bxp) has the ability to display a number of reports and representations of data.
One of the more complicated reports that can be built automatically and self generates is a Cross Linked report.
A cross linked report is a report that displays parent and children records in the same report screen.
There are a number of examples of parent child relationships:
* Business - Contacts
* Customer - Support Tickets
* Product - Parts
* House - Tenants
In bxp contacts (CCL records) are children records to a data record (CDA records). I one CDA can have multiple CCL records associated with it. A cross linked report is where two separate forms are linked. The first form contains the parent records and the second form contains the children records.
The linking is done usually by putting a "CrossLink" type field in the second form. i.e. a "Basic - Campaign Listing" type or "Basic - Campaign Search"
== Worked Example - Setup ==
Do demonstrated how a cross linked report works, we build two forms. We make both forms of type Blended for convenience.
Form one is going to be our "Business" form. Like a sales pipeline, we store numerous business details in the form. So we create the form and add the fields:
* Basic - Text Box : Business Name
* Basic - Website Text Box : Website - Text Box
* Complex - Address Block (1,2,3, Post Code, Country) : Address
It should look like
[[File:CrossLinked_Demo001.png]]
At this point we also do some tidying up and set the Field Mapping field names and Search fields. For the search fields, we only use the Business Name
We now create a demo record in the form, ACME Incorporated.
[[File:CrossLinked_Demo002.png]]
Next we need to build a child form and link it to our parent form.
In our demo, the first form, Demo - CrossLinked - Business is form 615. The second form Demo - CrossLinked - Contacts is form 616.
So again we add our fields
* Basic - Campaign Listing : Business
* Complex - Title Block : Contact Name
* Basic - Text Box : Phone
* Basic - Email Text Box : Email
We sort out the field mapping and we set the search display fields to be Firstname, Surname, Phone and Email.
We need to link the Basic - Campaign Listing to the first form. So we use "Answer Values - Modify" and set the field to be intCDA_615_Id
We end up with the following:
[[File:CrossLinked_Demo003.png]]
We then add a couple of contacts to the second form, to fill out some data.
Record 1 :
* ACME Incorporated
* Mr Joe J Bloggs
* 01 429 4000
* joe.bloggs@acme.com
Record 2 :
* ACME Incorporated
* Ms Jane J Bloggs
* 01 429 4001
* jane.bloggs@acme.com
== Worked Example - Creating the 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 cross linked report requires a customised group report to be part of but the settings are completely independent.
So we create our customised group first.
Main Menu > Data Profiling > Customised - Group Management > Group - Create
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 setup.
[[File:CrossLinked_Demo004.png]]
Form : Blended - Demo - CrossLinked - Business
Group Name : Cross Linked Demonstration
Unique Data Records : Yes
Output Format : Cross Linked
Come back out to the Data Profiling menu, and choose Group - Edit Cross Linked Campaign Engine Settings > Demo - CrossLinked - Business > The form you created and you'll be presented with a screen as follows.
[[File:CrossLinked_Demo005.png]]
* Layout : Interactive. See [[CrossLinked_Layouts]] for the different options available.
* Display Child Data : Yes. This allows you to see data from the child form, i.e. details of the contacts.
* File Output : False. If true all the generated data is sent straight to a file for download. We want it to appear on screen.
* Parameter Replacement Fields : Leave this blank for the moment.
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
* Child Campaign fields : Leave this blank for the moment.
* Child Calculation fields : Leave this blank for the moment. For more info on this field [[CrossLinked_Calculation_Fields]]
Interaction Options
* Flow Control : SameWindow
* eCourse Asset Ids : Allows eCourse assets to be drawn into the report. Leave blank.
* Show Parent Headers : False
* Parent Buttons : No
* AED Buttons - Parent : False
* Show Child Headers : False
* Child Buttons : No
* AED Buttons - Child : False
bxp software (bxp) has the ability to display a number of reports and representations of data.
One of the more complicated reports that can be built automatically and self generates is a Cross Linked report.
A cross linked report is a report that displays parent and children records in the same report screen.
There are a number of examples of parent child relationships:
* Business - Contacts
* Customer - Support Tickets
* Product - Parts
* House - Tenants
In bxp contacts (CCL records) are children records to a data record (CDA records). I one CDA can have multiple CCL records associated with it. A cross linked report is where two separate forms are linked. The first form contains the parent records and the second form contains the children records.
The linking is done usually by putting a "CrossLink" type field in the second form. i.e. a "Basic - Campaign Listing" type or "Basic - Campaign Search"
== Worked Example - Setup ==
Do demonstrated how a cross linked report works, we build two forms. We make both forms of type Blended for convenience.
Form one is going to be our "Business" form. Like a sales pipeline, we store numerous business details in the form. So we create the form and add the fields:
* Basic - Text Box : Business Name
* Basic - Website Text Box : Website - Text Box
* Complex - Address Block (1,2,3, Post Code, Country) : Address
It should look like
[[File:CrossLinked_Demo001.png]]
At this point we also do some tidying up and set the Field Mapping field names and Search fields. For the search fields, we only use the Business Name
We now create a demo record in the form, ACME Incorporated.
[[File:CrossLinked_Demo002.png]]
Next we need to build a child form and link it to our parent form.
In our demo, the first form, Demo - CrossLinked - Business is form 615. The second form Demo - CrossLinked - Contacts is form 616.
So again we add our fields
* Basic - Campaign Listing : Business
* Complex - Title Block : Contact Name
* Basic - Text Box : Phone
* Basic - Email Text Box : Email
We sort out the field mapping and we set the search display fields to be Firstname, Surname, Phone and Email.
We need to link the Basic - Campaign Listing to the first form. So we use "Answer Values - Modify" and set the field to be intCDA_615_Id
We end up with the following:
[[File:CrossLinked_Demo003.png]]
We then add a couple of contacts to the second form, to fill out some data.
Record 1 :
* ACME Incorporated
* Mr Joe J Bloggs
* 01 429 4000
* joe.bloggs@acme.com
Record 2 :
* ACME Incorporated
* Ms Jane J Bloggs
* 01 429 4001
* jane.bloggs@acme.com
== Worked Example - Creating the 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 cross linked report requires a customised group report to be part of but the settings are completely independent.
So we create our customised group first.
Main Menu > Data Profiling > Customised - Group Management > Group - Create
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 setup.
[[File:CrossLinked_Demo004.png]]
Form : Blended - Demo - CrossLinked - Business
Group Name : Cross Linked Demonstration
Unique Data Records : Yes
Output Format : Cross Linked
Come back out to the Data Profiling menu, and choose Group - Edit Cross Linked Campaign Engine Settings > Demo - CrossLinked - Business > The form you created and you'll be presented with a screen as follows.
[[File:CrossLinked_Demo005.png]]
* Layout : Interactive. See [[CrossLinked_Layouts]] for the different options available.
* Display Child Data : Yes. This allows you to see data from the child form, i.e. details of the contacts.
* File Output : False. If true all the generated data is sent straight to a file for download. We want it to appear on screen.
* Parameter Replacement Fields : Leave this blank for the moment.
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
* Child Campaign fields : Leave this blank for the moment.
* Child Calculation fields : Leave this blank for the moment. For more info on this field [[CrossLinked_Calculation_Fields]]
Interaction Options
* Flow Control : SameWindow
* eCourse Asset Ids : Allows eCourse assets to be drawn into the report. Leave blank.
* Show Parent Headers : False
* Parent Buttons : No
* AED Buttons - Parent : False
* Show Child Headers : False
* Child Buttons : No
* AED Buttons - Child : False