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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"
== Background ==
CrossLinked reports would be considered an advanced setup report due to the complexity of the options available. Cross Linked campaigns allow you to associate children records to parent records. There are many instances where a Parent and Child form are linked. Examples include:
For HR training records
* Parent = Staff Member
* Child = Examination result
For Case management
* Parent = Customer
* Child = Case
For Order management
* Parent = Order
* Child = Order Item
For Billing management
* Parent = Client
* Child = Work Tickets
In each of these scenarios there is a parent form. In the second form a “Cross Campaign” type is added. Setting up linked databases in BE is easy using the “Basic – Campaign Search” and “Basic – Campaign Listing” types when building databases. This question type is linked back to the parent form. Records added to the child form are associated with a parent record.
It becomes important then to be able to look up a parent record and display all the relevant children records.
This report is called a Cross Linked report.
[[File:CrossLinked_Demo001.png|800px]]
[[File:CrossLinked_Demo002.png|800px]]
[[File:CrossLinked_Demo003.png|800px]]
[[File:CrossLinked_Demo004.png|800px]]
[[File:CrossLinked_Demo005.png|800px]]
Cross Linked Options
[[File:CrossLinked_Demo006.png|800px]]
[[File:CrossLinked_Demo007.png|800px]]
[[File:CrossLinked_Demo009.png|800px]]
[[File:CrossLinked_Demo008.png|800px]]
[[File:CrossLinked_Demo010.png|800px]]
[[File:CrossLinked_Demo011.png|800px]]
[[File:CrossLinked_Demo012.png|800px]]
[[File:CrossLinked_Demo013.png|800px]]
[[File:CrossLinked_Demo014.png|800px]]
[[File:CrossLinked_Demo015.png|800px]]
[[File:CrossLinked_Demo016.png|800px]]
[[File:CrossLinked_Demo017.png|800px]]
[[File:CrossLinked_Demo018.png|800px]]
[[File:CrossLinked_Demo019.png|800px]]
[[File:CrossLinked_Demo020.png|800px]]
[[File:CrossLinked_Demo021.png|800px]]
[[File:CrossLinked_Demo022.png|800px]]
[[File:CrossLinked_Demo023.png|800px]]
[[File:CrossLinked_Demo024.png|800px]]
== Worked Example - Including eCourse Assets ==
The final customisation of the report enables your own custom HTML to be included on the page as well to add an infinite amount of flexibility to the report. By specifying the Asset Id of the item you wish to display in the report, it will be rendered below the report.
If you put HTML including JavaScript, you can use the items above to perform extensive customisations.
Main Menu > Data Profiling > Customised - Group Management > Group - Edit Cross Linked Campaign Engine Settings > Demo - CrossLinked - Business > Choose your Customised Group > Interaction Options > eCourse Asset Ids.
You can add multiple assets separated by commas. In this example the asset draws the photo of Polar Bear and cub.
[[File:CrossLinked_Demo025.png|800px]]
== Worked Example - Work Flow ==
If as mentioned above in "Limiting the report by parameter", you wish to use the report to drive activity, the buttons on page can be change to "open in a new window" or to "continue processing in the current window"
Main Menu > Data Profiling > Customised - Group Management > Group - Edit Cross Linked Campaign Engine Settings > Demo - CrossLinked - Business > Choose your Customised Group > Interaction Options > Flow Control
* SameWindow : Means that the new processing will occur in the current tab in focus
* NewWindow : Means the new processing will open in a new tab
If the report is used as part of an enhanced process flow then SameWindow is the best choice. If however you're using the CrossLinked report for data cleaning or as a research tool, then NewWindow keeps the parent record open for easier management.
[[Category:Module Specific:Data Profiling]]
[[Category:Topic:Reporting]]