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--- how:reports [2012/09/05 13:36]
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+++ how:reports [2012/09/06 15:09]
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-  * [[how:reports#invoice|How do I create an invoice?]]
+Here are many common questions about creating and troubleshooting reports.
-  *
-  * Why are subreports repeating multiple times rather than just showing once?
-  * How can I get a total to show in a document-style report?
+  * [[invoice|How do I create an invoice?]]
+  * [[:reports:repeating_subreports|Why are subreports repeating multiple times rather than just showing once?]]
+  * [[:reports:totals_in_document_report|How can I get a total to show in a document-style report?]]
-Create a workflow queue
-Why we do it: A series of List Layouts for each status of a task, known as workflow queues, are an ideal way to manage workflow in WorkXpress.
-How it's done:
-Create a new page.
-Add a List Layout for each step in the the workflow.
-Create a status Field. (see <I want to: Add a status Field.>)
-Filter your Lists. (see <I want to: Build a List filter.>)
-Add links to navigate the queues.
-Did you know?
-You can organize your queues using any of the WorkXpress organizational Layouts. We use Tabs in this example.
-In our example, we create Image Only WorkXpress Link Fields for each queue to advance to the next queue. You're free to use a different style of WorkXpress Link Field to create the look and feel you want for your workflow.
-Add Actions to the link to automatically advance an Item through the queue.
-Add a status Field
-Why we do it: Items in our workflow must be labeled with a status so WorkXpress can track them through every step.
-How it's done:
-Drag and drop a Select One Field onto the first List Layout in your queue.
-Create selection options for each status.
-Did you know?
-In most cases, you'll want to use a Selection Field to configure status options. Our example uses a Select One Field to define statuses for all of our workflow queues.
-We define three order statuses: unsent, open and closed to representing each stage of the order fulfillment process, that is, each workflow queue.
-Filter a List
-Why we do it: We need to create a filter for each queue to display only the Items that are currently at that stage of the workflow.
-How it's done:
-Start with the Block Editor.
-Edit the List Definition settings.
-Use the Search Builder to create a filter to show only Items in that List's status.
-Did you know?
-To quickly access the List Definition settings section of the Block Editor, click the blue building block for your List, highlight the Block Editor flyout menu option and click List Defintion.
-Open the Search Builder by clicking the Icon in the "List of" section of the List Definition settings.
-Build your filter by clicking the filter-shaped Icon.
-Automatically change a status
-Why we do it: At certain points in a workflow, events such as lead approval and conversion may occur that require an automatic status update.
-How it's done:
-Start with the Action Manager.
-Add an Action to change the status to the existing tree for the event.
-Did you know?
-We use an Evaluation here just to make sure the order is in the Unsent Status.
-If the Evaluation passes, that is, if the order status is, in fact, Unsent (and it should be!), our Action in the Then… branch of the evaluation will update the order status to Open. After the status is automatically updated, the Order will no longer display in the Unsent Orders queue and move through the workflow to the Open Orders queue.Create a workflow queue
-Why we do it: A series of List Layouts for each status of a task, known as workflow queues, are an ideal way to manage workflow in WorkXpress.
-How it's done:
-Create a new page.
-Add a List Layout for each step in the the workflow.
-Create a status Field. (see <I want to: Add a status Field.>)
-Filter your Lists. (see <I want to: Build a List filter.>)
-Add links to navigate the queues.
-Did you know?
-You can organize your queues using any of the WorkXpress organizational Layouts. We use Tabs in this example.
-In our example, we create Image Only WorkXpress Link Fields for each queue to advance to the next queue. You're free to use a different style of WorkXpress Link Field to create the look and feel you want for your workflow.
-Add Actions to the link to automatically advance an Item through the queue.
-Add a status Field
-Why we do it: Items in our workflow must be labeled with a status so WorkXpress can track them through every step.
-How it's done:
-Drag and drop a Select One Field onto the first List Layout in your queue.
-Create selection options for each status.
-Did you know?
-In most cases, you'll want to use a Selection Field to configure status options. Our example uses a Select One Field to define statuses for all of our workflow queues.
-We define three order statuses: unsent, open and closed to representing each stage of the order fulfillment process, that is, each workflow queue.
-Filter a List
-Why we do it: We need to create a filter for each queue to display only the Items that are currently at that stage of the workflow.
-How it's done:
-Start with the Block Editor.
-Edit the List Definition settings.
-Use the Search Builder to create a filter to show only Items in that List's status.
-Did you know?
-To quickly access the List Definition settings section of the Block Editor, click the blue building block for your List, highlight the Block Editor flyout menu option and click List Defintion.
-Open the Search Builder by clicking the Icon in the "List of" section of the List Definition settings.
-Build your filter by clicking the filter-shaped Icon.
-Automatically change a status
-Why we do it: At certain points in a workflow, events such as lead approval and conversion may occur that require an automatic status update.
-How it's done:
-Start with the Action Manager.
-Add an Action to change the status to the existing tree for the event.
-Did you know?
-We use an Evaluation here just to make sure the order is in the Unsent Status.
-If the Evaluation passes, that is, if the order status is, in fact, Unsent (and it should be!), our Action in the Then… branch of the evaluation will update the order status to Open. After the status is automatically updated, the Order will no longer display in the Unsent Orders queue and move through the workflow to the Open Orders queue.
-Filter a List
-Why we do it: We need to create a filter for each queue to display only the Items that are currently at that stage of the workflow.
-How it's done:
-Start with the Block Editor.
-Edit the List Definition settings.
-Use the Search Builder to create a filter to show only Items in that List's status.
-Did you know?
-To quickly access the List Definition settings section of the Block Editor, click the blue building block for your List, highlight the Block Editor flyout menu option and click List Defintion.
-Open the Search Builder by clicking the Icon in the "List of" section of the List Definition settings.
-Build your filter by clicking the filter-shaped Icon.
-Automatically change a status
-{{anchor:invoice}}How do I create an invoice?

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