Core Criteria
Use Form Range (SAForm_RecordCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Forms.
THEN
Enter the range of Form Codes.
OR
Leave this option de-selected to skip the Form Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Form Type (SAForm_FormType_ComboBox)
Click the Combo Box icon to select the Form Type(s) on which you wish to report. Only those Forms with a Type matching your selection(s) will be included.
Leave this field at its default value (0) to skip the Form Type check.
DeleteBegin Form (SAForm_RecordCode_Begin)
This field is applicable only if you opt to Use Form Range.
Click the Picklist icon to select the Beginning and Ending Form Codes for their respective fields. Form Codes within the range entered will be included in the process.
DeleteEnd Form (SAForm_RecordCode_End)
This field is applicable only if you opt to Use Form Range.
Click the Picklist icon to select the Beginning and Ending Form Codes for their respective fields. Form Codes within the range entered will be included in the process.
DeleteForm Wildcard (SAForm_RecordCode_Equals)
If opting to Use Form Range, then click the Picklist icon to select a single Form Code, if desired, to use as a base for a Wildcard selection.
OR
Enter a Wildcard value, if desired
THEN
Expand the Drop-down list to select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
WildCard Option (SAForm_RecordCode_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Delete
Begin Date Range (SAForm_BeginDate_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Begin Dates.
THEN
Enter the range of Begin Dates.
OR
Leave this option de-selected to skip the Form Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Begin Range Begin Date (SAForm_BeginDate_Begin)
This field is applicable only if you opt to Use Begin Date Range.
Select the range Begin and End Date for their respective fields. Forms that have the Begin Date within the range entered will be included in the process.
DeleteBegin Range End Date (SAForm_BeginDate_End)
This field is applicable only if you opt to Use Begin Date Range.
Select the range Begin and End Date for their respective fields. Forms that have the Begin Date within the range entered will be included in the process.
DeleteEnd Date Range (SAForm_EndDate_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of End Dates.
THEN
Enter the range of End Dates.
OR
Leave this option de-selected to skip the Form Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
End Range Begin Date (SAForm_EndDate_Begin)
This field is applicable only if you opt to Use End Date Range.
Select the range Begin and End Date for their respective fields. Forms that have the End Date within the range entered will be included in the process.
DeleteEnd Range End Date (SAForm_EndDate_End)
This field is applicable only if you opt to Use End Date Range.
Select the range Begin and End Date for their respective fields. Forms that have the End Date within the range entered will be included in the process.
DeleteShow In Webtrac Form Search (SAForm_ShowInWebtracFormSearch_ComboBox)
Accept the default entry or select your option for this report. Multiple selection is allowed.
- Yes - Include Forms that are displayed in the Webtrac Form Search on the report output.
- No - Exclude Forms that are displayed in the WebTrac From Search from the report output. The output will include current forms only.
Workflow Code (SAForm_WorkflowCode_Picklist)
Click the Picklist icon to select the Form Workflow Code(s) on which you wish to report. Only those Forms with a Workflow Code matching your selection(s) will be included.
Leave this field at its default value (0) to skip the Workflow Code check.
DeleteSite Code (SAForm_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (SAForm_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (SAForm_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_Picklist)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_Picklist)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.