Attaching Actions To Report Data

This tutorial demonstrates how to Add Actions To The Report Data. This can be done with Override Action Context feature in the Report Configurations that was introduced in Decisions 3.2.x version.

Example:

In this example we will integrate with External database Table. This table contains ID, First Name, Last Name, and Email Address fields. Note: ID field in the external Table is matching Account Id in Decisions. We will create a Report on the External Table with the ability to pull Account Information and Actions by clicking Report Data.

We start with Adding External Table. Our External Table looks as following…

In the Portal, we navigate to the Designer Folder and click Add Table from Datatypes/Database > Database Integration category on the Folder Actions Panel.

Next, we fill in all required information for the New Connection and click Test…

If connection is Successful we click Next.

In the resulting window we select table from Table Name drop-down list. Then, we Name the table, select what Fields should be available for us, what are the Primary Keys, and what steps should be generated for this integration. When finished, we can click Next to save our table integration.

Back in the Designer Folder we click Create Report/Page > Create Report on the Folder Actions Panel.

Next, we Name our Report and click Create to proceed to the Report Designer.

In the Report Designer we are going to add our Integrated Table as Data Source for our Report. We expand Data Sources > Common > SampleDB and add dbo.Emails table as Data Source.

Next, we add desirable columns from our Data Source to populate Report with Data.

At this point, if we save our Report and Run it, we will not have any Actions on our Data. To add Account actions to our Data we check Override Action Context check-box in Report Configuration Settings > Actions category.

Then, in Action Context Type we search for ‘account’ and pick DecisionsFramework.ServiceLayer.Services.Accounts.Account type.

Next, from the Actions Context ID Field drop-down, we pick ID column. And this completes our Report design. We can save Report and close Report Designer.

Back in the Designer Folder we locate a thumbnail for our Report and from the Action menu select Run Report.

Report is running… If we select any Row Data on the Report we can see that System fetches information about the Account with the same ID.

Moreover, if we click any Row Data in our Report we will have Account Actions available for us…

Additional Resources

• Creating Your First Report
• Embedded Links in Reports