How to duplicate a report? - crystal-reports

I am trying to duplicate a report that already exists already with the exact formatting.
I don't see an option to duplicate or copy a report.

Save a copy (File->Save As) with a new name, or save in a new location with the same name.

Related

Update fields in rpt from stored procedure

My .rpt file gets fields (field1, field2, ... ,fieldn) from a stored procedure.
I have since added 2 field to the stored procedure (field1_new, field2_new).
How can I update the old fields (field1->field1_new, field2->field2_new) in the .rpt file?
Here is a snippet of my project. As you can see in the Group #1 Name, "siteid" from GetCRFData stored procedure is used. I want to change that "siteid" with "siteid_new". I have already clicked "Verify database" and I can see "siteid_new" in Database fields.
Before and after #4444 proposition (I just changed site but everything is lost now):
Before
After
Open your .rpt in the Crystal Reports editor. Then go to Database -> Verify Database.
This will force the report to refresh and validate the stored procedure, as well as any other tables it might be using at any level. If you've only added new fields, and not removed or replaced any, this should be all you need to do.
If you have replaced or removed other fields, you might be prompted to manually map a suitable replacement field from the ones it can find.

Filemaker Pro 14 History tables

With a few solutions Ive worked with I've created temp table's or history tables. Normally I script it to take a handful of fields needed from a main table and copy it over to the other table by
Setting a variable then setting field to the variable for each field in the new table / new record.
I have a situation now, where Im building a history table that needs to copy the current record as is. A snapshot where all fields from that instance of the record are copied to the history table.
Rather then setting a variable then set field to the variable, Id like to get some input on a quicker way to get this done where I can do this on a record level and not type out field by field to get it done. Also if fields are added to both tables then I have to make sure my script gets updated.
Ill keep hunting around.. appreciate any help.
-Rich
Do you have a sample of copying a record from 1 table to another
including all fields and setting some fields?
As I suggested in comments, use the Import Records[] script step, and select the same file as the source. If you choose Arrange by: [ matching names ] in the Import Field Mapping dialog, it will automatically map all source fields to their similarly named counterparts.
Note that you must establish a found set in the source table before importing.
For "setting some fields", you can define auto-enter options and activate them during the import, or run Replace Field Contents[] immediately after the import.

Some fields are missing in the fieldexplorer. How to show all fields?

i'm using Crystal Reports with my ERP-System. There have been predefined reports i now want to change.
In the field-explorer are some tables which have been renamed for better readability. But those tables are missing some fields, i want to use. If i connect the whole table again, all fields are there. Is there a way to display all fields in the predefined tables.
I tried to refresh the Database but nothing changes. If i delete the predefined table and then rename the new one to the old one, so i can use all predefinded formulas, all used fields in the report get deleted. I would need to recreate the whole report then.
Thanks for the help
If it is truly the same table and is not showing all the fields then you need to do "Database > Verify Database". That will force CR to refresh the structure of the table (instead of just the data). If this doesn't add the missing fields then the table in the report is actually a different object.
To see what the table/view the report is actually using go to "Database > Set DataSource Location" and look at the properties node for that table. It will show if it is a table/view/SP and what the true object name is.
If you want to replace the existing table with a different table you go to "Database > Set DataSource Location" again. Highlight the existing table in the top window, connect and highlight the replacement table in the bottom window. Then click update. Crystal will replace one table with the other and all of the fields in the report that exist in the new table will be mapped automatically. Note that the new table will keep the alias of the original table. If you are unsure if the table was updated you can look at the properties node in the top window to see the change.

Crystal Report referring to xsd file

I am trying to create a crystal report, but I want the connection string that I have mentioned in the Web.Config file to be accessed. Also, I want to create an xsd file for my crystal report file to refer. Can someone please direct me to a tutorial or forum to solve my problem?
Thank you all for helping me out.
I am now able to display data in the crystal report file using the XSD file.
The xsd file has fields which are exactly the same name as mentioned in the select query that is bringing values from DB.
The following is the part of the xsd file that contains the field names in the xs:element tag.
The datatypes of these fields , also needs to be mentioned. The XSD file name can be kept as desired.
The name "Summary_Report_on_portal" and "Summary_Updt" does not correspond to any dataset name in code behind or query fields. It can be kept as per the user's wish.
This XSD file needs to be referred into the crystal report, using the Database Expert in the Field Explorer window. The "Summary_Updt" name is visible in the new connections , which can be added to the crystal report.
The fields mentioned in the xs:element field are visible for the user to drag and drop into the crystal report.
When the user mentions the data source to the crystal report(dataset), the fields in the dataset are matched with the XSD field values.
CODE:
objBL.Rpt.SetDataSource(objBL.ds_shipment_info.Tables[0]);
Hope this is detailed enough. Let me know if anyone wants more info
you can also programatically set the report data source if you need to - I can provide details if you require
between calling myReportDocument.Load("myreport.rpt") and myReportDocument.Refresh() (the latter of which actually gets the data from the database) it is possible to add a call to myReportDocument.SetDataSource(myDataSource) which takes an object of data source type, which you can create, with a call to its constructors, with the URL of the data source you wish to use, its username and password.
Hope this helps
a different way would be to call ReportDocument::SetDatabaseLogon (String * user, String * password, String * server, String * database); before Refresh(); if you don't want to reuse a connection. This has the benefit of being simple but means that you dont reuse data sources.

Is it possible to store hidden metadata information that is tied to a specific Table or Cell within a Word document?

I am trying to store metadata (basically a unique id) along with each cell of a table in a Word document. Currently, for the add-in I'm developing, I am querying the database, and building a table inside the Word document using the data that is retrieved.
I want to be able to save any of the user's edits to the document, and persist it back to the database. My initial thought was to store a unique id along with each cell in the table so that I would be able to tell which records to update. I would also like to store some sort of "isChanged" flag within each cell so that I could tell which cells were changed. I found that I could add the needed information into the "ID" property of the cell - however, that information was not retained if the user saved the document, closed it, and re-opened it. I then tried storing the data by adding a data to the "Fields" collection - but that did not work and threw a runtime error. Here is the code that I tried:
object t1 = Word.WdFieldType.wdFieldEmpty;
object val = "myValue: " + counter;
object preserveFormatting = true;
tbl.Cell(i, j).Range.Fields.Add(tbl.Cell(i, j).Range, ref t1, ref val, ref preserveFormatting);
This compiles fine, but throws this runtime error "This command is not available".
So, is this possible at all? Or am I headed in the wrong direction?
Thanks in advance.
Wound up using "ContentControls" to store the information I needed. I used the "Title" field to store the unique id, and the "tag" field to track whether the field had been changed or not. See this link for more info: http://blogs.technet.com/gray_knowlton/archive/2010/01/15/associating-data-with-content-controls.aspx
Since a "Word 2007 Document" is XML, you can add a namespace to the document then adore the elements with attributes from your namespace. Word should ignore your namespace when loading and saving. Moreover, you can add new elments to store any information (metadata) needed.
With that said, I have not used this technique with Word, but I have done it successfully using Excel 2003.
First thing to try, is create a bare "Word 2007 Document". In your case, add a simple two by two table. Open it with a text or XML editor and add your namespace, and adore an attribute and add an element. Open with Word make a change then save it. Open with editor and make sure your namespace attribute and element have not been changed.