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Filtering report with text Input object

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Filtering report with text Input object

Hi all,

 

 

I'm building a report and I'm need to have a text input field to filter this report by Customer ID, so the user will go to that report and type the customer ID and see the orders under this Customer, but when I put the the Customer ID role into the object, it says that is too much information. Is there any other way to get the user input and filter the report?

 

 

Thanks!


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a week ago
Occasional Contributor
Posts: 12

Re: Filtering report with text Input object

After some tries and research I just find out that I should use a parameter instead of a category in the "text input" object (the category would load all the information and will make possible to autocomplete the value that a user is typing, which I didn't need), so here is the solution in case someone find it useful.

 

1- Create a Parameter from the information you want to use to filter (in my case it was the customer ID)

2- Select the Text Input object and in the "Role" tab add the parameter created as the parameter to the object 

3- Select the the Table and in the "Filter" tab add an Advanced Filter.

4- In the filter select the condition which you want to filter the information typed in the "Text Input", in my case I used function "Contains".

5- In the first field of the Contains put the information that you want to be filtered in your table, in the second put the parameter that you created to the Text Input object.

Basically you are telling to your table to show only what contains the information that the user typed.

View solution in original post


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Solution
a week ago
Occasional Contributor
Posts: 12

Re: Filtering report with text Input object

After some tries and research I just find out that I should use a parameter instead of a category in the "text input" object (the category would load all the information and will make possible to autocomplete the value that a user is typing, which I didn't need), so here is the solution in case someone find it useful.

 

1- Create a Parameter from the information you want to use to filter (in my case it was the customer ID)

2- Select the Text Input object and in the "Role" tab add the parameter created as the parameter to the object 

3- Select the the Table and in the "Filter" tab add an Advanced Filter.

4- In the filter select the condition which you want to filter the information typed in the "Text Input", in my case I used function "Contains".

5- In the first field of the Contains put the information that you want to be filtered in your table, in the second put the parameter that you created to the Text Input object.

Basically you are telling to your table to show only what contains the information that the user typed.

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