What is the Placeholder option in RecTrac 3.1 Custom Reports?
Problem
What is the Placeholder field feature for Reports in RecTrac 3.1? - which allows for custom report building by staff 'on the fly.
Solution
Placeholder is available in RecTrac in Build 3.1.05.14 (and later) and allows users to add data to a report at the time of report run - basically allowing staff to 'build' a report 'on the fly' when running it. When creating a custom report output, the person making the output (presumably a RecTrac Administrator or Supervisor) can add 'Placeholder fields.' Then when running the report, the staff member can pull data into the report placeholder fields as desired.
There are two (2) basic steps to this process.
1. Add Placeholder fields to the custom report. This is done in Report Output Management using the Default Widgets table Placeholder option.
2. Run the report and add data to the Placeholder fields. These appear as a Tab on the Report Options screen. (Run the Report and click Process. Then click the Placeholder Selection tab.)
Once you're on the Placeholder Setting tab, the staff member running the report can select the desired field from the left-hand column and 'drag and drop' to include it on the report.
See Attachment: Placeholders.pdf