Hope you're well. I'm currently building out a report, but despite my best efforts so far, I can't get some information to populate within the report. It does not appear to me that salesforce is recognizing the field "Agent Incoming Connecting Time" within the object "AC_Agent_Performance". However, I can pull in some other fields within the same object into the Agent Performance report, so I'm not clear on what is not taking place in the field that I wish to see within the report. Here are some of the things that I've tried:
I have checked the access to the field. The first photo (Photo 1) Shows an example of a working object, the the second one shows an example of one that does not.
The API name seems to work, and is consistent with other fields within the object that work.
I have checked the page layout for the object (even though I don't think this is the issue), and I have mirrored other fields to the best of my knowledge that ARE populating within the report.
I reviewed the CTI flows to see if there was something missing in there on a lark, but there was nothing in there that would lead me to believe that this was the source of the problem.
I have tried setting up a new field in the object (formula), that references the field that I'm trying. to pull in, but that just returns a result of 'zero' for all values.
One thing that I have done that appears to be working, is I have set up a joined report, which uses both "AC Agent Performance" object and "AC Historical Queue Metrics" object in the report. The result that is returning appears to be accurate (please see the picture (picture number 3)). However, I don't think that this is the right way to go about this, and I don't want to do it this way. I want to use the report with one object rather than with two.
I know that permissions are the most likely issue, so I've taken a close look at these. Please let me know if there is something wrong with how I have the permissions configured. The First image depicts the 'Field Level Security'. The second image depicts the'field accessibility'. They are both like this, the whole way down:
Please note one other thing, which is that the last picture depicts a different field within the object displaying in the report.
Does anyone have any ideas on how I can proceed so the field "Agent Incoming Connecting Time" will display within the report?
Please also note, that these are objects that contain data that is populated from AWS' Amazon Connect.
This last photo, shows that the object does not have any information in it within the report.
If the field isn't populated there's not much you can do on the reporting side of things. You already tried "joined report". You should check why the integration doesn't populate it, maybe read integration documentation, contact the managed package's support...
The tables are connected with lookup or master-detail, right? In a pinch you could try making formula field on "AC Agent Performance" looking "up" and pulling the value from related AC historical queue metrics. If the relationship is other way around (performance -> down to related list -> metrics) you could try to make-do with a master detail and rollup summary field. I don't know this package, no idea if you can pull it off when you don't have full control over the fields.
If you can't really use the relationships and absolutely need to report on single table - you could capture intermediate results of the report to a helper table and then report on that. It's called "reporting snapshots". Or write some nightly (hourly?) batch that recalculates stuff and writes homemade "rollup" to these fields?
Related
First off, I am new and just learning about databases and reporting functionality.
Background: Let's say that I am an end user and I have requested a report from my IT department. I know that my company uses SQL server and they generate SSRS reports frequently.The SQL Server database is connected to a PIM(product data) application. Within the PIM there is a numeric field holding a quantity of bulbs. In the event that there is no bulb, that field is left blank. I do not have access to our database or the reporting parameters. I am at the mercy of someone else essentially.
When I receive my report, I see zeros '0' for every item that doesn't have a bulb. That is not the desired output, I want to see the field as a 'blank' just as it is in our PIM system. When I expressed this to the report writer, he informed me that this could not be done because that is a numeric field.
Does this seem correct? Please help!! I am fighting an uphill battle. I have a job to do and it relies heavily on IT support. I now have to go to my boss and tell her that this can't be done. I also understand that I can manually manipulate the report myself in excel but this is time consuming and if this can be handled before the report hits my inbox, that would be ideal. If there is a solution that someone out there can relay to me, I would be so appreciative-Thanks!!
If the report is definitely generated in SSRS, it is absolutely possible to set zero values as a blank field. To me, it sounds as if the person responsible just doesn't want to make the change because it's a fairly simple fix. It's as simple as opening the properties window of whatever field needs to be fixed. Since the field is numeric, you would want to format the textbox as a number anyways. The highlighted option displays where this change can be made. There's actually three default options for Show zero as: being blank, a dash(-), or displaying (None).
I would like to take the Audit History provided by Enterprise Architect and create a SQL query to report through a BI tool that will allow myself and other users to search the history of an object but I am having a little trouble understanding the audit table: t_snapshot.
From what I can tell, t_snapshot has a Style column that contains "INSERT," "UPDATE," and "DELETE" which would tell me what is happening and the Notes column can tell me what object it is referencing but so far I've only been able to get a partial picture. What I have not been able to deduce is when any event occurred or which user made the change.
If anyone has encountered this problem in the past, your input would be appreciated.
Well, I don't know whether you really want to touch that.
There's a column called BinContent which contains what you are looking for. It looks like
<LogItem><Row Number="0"><Column Name="object_id"><Old Value="1797"/><New Value="1797"/></Column><Column Name="name"><Old Value="CB"/><New Value="CBc"/></Column><Column Name="modifieddate"><Old Value="07.12.2018"/><New Value="11.12.2018"/></Column><appliesTo><Element Type="Action"/></appliesTo></Row><Details User="Thomas" DateTime="2018-12-11 08:22:59"/></LogItem>
So basically some XML describing the change including the plain text user name.
The bincontent column(s) are actually zips which contain a single file str.dat holding the above information.
Good luck.
please bear with me; I'm not particularly confident with MS Access, although I am quite experienced with SQL Databases from website work.
For my sins, I have been tasked with developing a database which will unify the hundreds of spreadsheets which we currently use to record details of our clients, work, and other stuff... The database is established and built, but I am now working with the forms to allow data entry.
I have a datasheet form (we have a member of admin staff who is hell-bent on refusing to use forms, so a datasheet form seems to be the best way to appease her!) and it is bound to a specific table ('referrals') to allow a user to input data into that table. It looks like this:
However, I need to be able to load values from another table ('pupil_details') into the 'UPN' field so that if a pupil already exists in the 'pupil_details' table, the user can pick that pupil and have their details automatically filled into the form for convenience.
The form's Record Source is currently:
SELECT referrals.*
FROM referrals;
The most obvious way to do this seemed at first to be to use a join query for the form's record source, along the lines of:
SELECT referrals.*, pupil_details.UPN
FROM referrals LEFT JOIN pupil_details ON referrals.UPN = pupil_details.pupil_id
and then use this as the control source but when I do this, it breaks the functionality of the form (displays all the records, prevents it being used to enter data)
So, can anybody suggest to me how I might be able to get the 'UPN' field to display a list of records based on this query when a user types into it:
SELECT pupil_details.UPN, pupil_details.name, pupil_details.date_of_birth FROM pupil_details
But then enter the details into the 'referrals' table when the user submits the form? Sort of like this that I mocked up in Photoshop:
I'm stumped, and half a day on Google has left me none the wiser... :(
Thanks!
You should use a continuous form, not a datasheet, it will give you a lot more control, but still look like Excel. Once you have the form, you can add a combobox to get the details you want. It is nearly always best to avoid Excel attitudes in Access.
Epicor - what a beastly creature!
Epicor asking for password after making a table change, any idea why?!?!
We removed the relationship from the (part table) and set up a criteria, instead. Now it is asking for a password, which should not be happening.
the login happens when I try to run the report. I am trying to figure out what I did to aggravate Epicor. The table was already there. I removed the relationship (part table) and added a criteria, instead, otherwise, that is exactly what I would have done. The only reason that I did not add a table to a report data definition, like I originally wanted to is because the parts table could only be added once. Which is why I removed the relationship and added a criteria, instead.
From your description, it sounds like the problem is related to the xml generated by Epicor for a non-BAQ based report data definition. Crystal and SSRS reports ask login information when either there is more than one datasource is referenced in the report, or there is improper relationships defined.
Note:
If you are not a report developer and you have modified this in an attempt to change the end data, I recommend you contact the report developer responsible for maintaining these before proceeding. Otherwise, read on.
Based on my experience, I would say if you are confident in the new relationship structure you have in the report data definition, the solution to this problem is likely within the report itself. Generate an xml file by running a test report, then open the .rpt (or .rdl) associated with this report and set the datasource to the new xml file. This should update the new xml schema used as the datasource. Even if none of the fields were changed in the data definition, the datasource schema definition that is stored in these files define exactly the data formatting that the report expects to receive when it is opened by Epicor.
If that doesn't solve the problem and you are using Crystal, the xml relationships may be defined in a way that will effect the way the data is displayed, which can be adjusted by using database expert->links tab in crystal. You should reconnect all of the links to match the report data definition within Epicor.
If none of that works, open up and view the xml file.
It is not unheard of for report data definitions in Epicor to break behind the scenes when altering relationships, and the xml file generated by the test report may not be a fully-qualified xml file. I have seen many xml files that do not have elements closed, etc. that will cause various problems when attempting to run the report. In this case, my recommendation is to create a completely new report data definition (do not copy), and re-enter all of the parameters that existed in the former definition. Repeat the refreshing of the report datasource as described above and this problem should be fixed.
Setup
I have a Master-Detail relationship, and on the master, I sum up a field from the Detail object.
Question:
I need to allow the user to check a box on the master object which will add the sum by 1 or decrement by 1. How do I do this?
Here's what I've tried:
In an after update trigger on the master increment/decrement within the trigger. Of course I get an error:
expected exception, contact your administrator: NonCashCompAfterUpdate: execution of
AfterUpdate caused by:
Created a new field, and used the existing field as a helper. Basically, I've hidden the old RFS while still using it. This works, but I wanted to see if there was a better way.
Before I went any further I wanted to check in for ideas.
Thanks!
There is no way to directly alter values on a roll-up summary field in salesforce, except by altering the underlying detail records. The second proposal, as I understand it, would involve three fields, the roll-up summary, the checkbox, and the displayed summary (which would be a formula field). The displayed summary field would look something like this:
Rollup_Summary_Field__c + IF(Checkbox_Field__c, 1, -1)
The read-only nature of a roll-up summary field is preserved in Apex as well, so you would not be able to alter it through a trigger. Presumably, that is the nature of the error that you got, though the excerpt that you have attached omits the actual error.