There is another way to do this. I don't see this posted much but you can override whereclause values with a BPM.
Create a Pre-Process BPM on APInvoice.GetRows with no Conditions.
Create a synchronous 4GL code Action. Paste the following code inside.
define variable wctemp as character no-undo.
assign wctemp = '(InvoiceDate > ~'1/1/2010~') AND' + ' ' + whereClauseAPInvHed.
assign whereClauseAPInvHed = wctemp.
Go to Supplier Tracker and give it a try.
You will want to create a dynamic approach to the date. This is a quick example I just generated.
The thing to consider with this approach is that it is going to apply wherever this object/method is called. It basically just takes the existing whereclause and appends it to your prefix. You will have to play with AP modules some to make sure you are not filtering or conflicting in modules you don't want to. Or, maybe you want to condition it to a specific group.
I don't know how to tell the BPM it is coming from a specific module. If anybody knows how to do that please pass it on.
Thanks,
Ross
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian W. Spolarich
Sent: Thursday, May 27, 2010 12:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Limiting Tracker historical retrieval records
There's probably a way to do it with client-side code, as you can customize the client layer on the Tracker View, which behave much like any other Vantage form. But knowing the object model and how to actually do it...that's another story.
Basically I think you'd have to identify the control on the form, and set the date to Now(), and then proceed with the loading of the form. Its not clear whether there's an event to hang your hat on there though, as the only candidates are "ListChanged" and "Retrieve", and there are no Before/After events.
-bws
--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Thursday, May 27, 2010 1:13 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Limiting Tracker historical retrieval records
I have never been able to default the date on a tracker. You can limit it in the BAQ or you can add buttons to the tracker that will fill out the date(s). I have a tracker that shows sales and has date from and to fields. I put buttons on it called Today, Yesterday, This week, This month, This Year, last week, last month, and last Year. The users like having to just press a button instead of selecting the dates.
________________________________
From: "effgroups@..." <effgroups@...>
To: vantage@yahoogroups.com
Sent: Thu, May 27, 2010 12:25:01 PM
Subject: Re: [Vantage] Limiting Tracker historical retrieval records
Thanks
But I have a tracker field for the user to select the date but I want to default it to the beginning of the year and he wants more he can change the date.
How do I default the date ?
Ephraim Feldman
-----Original Message-----
From: "CharlieSmith" <CSmith@...>
Date: Wed, 26 May 2010 22:19:05
To: <vantage@yahoogroups.com>
Subject: RE: [Vantage] Limiting Tracker historical retrieval records
Filter by invoice date >= Today - 730 or Fiscal year >= Current Year -
2. Something along those lines.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of effgroups@...
Sent: Wednesday, May 26, 2010 7:04 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Limiting Tracker historical retrieval records
How can I make a dashboard only pulling based on a date that changes
(like the past year)?
I tried doing it in the past but gave up. (I'm still a newbi in Vantage)
Ephraim
Ephraim Feldman
-----Original Message-----
From: "CharlieSmith" <CSmith@...
<mailto:CSmith%40vistaconsultant.com> >
Date: Wed, 26 May 2010 17:55:38
To: <vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> >
Subject: RE: [Vantage] Limiting Tracker historical retrieval records
You could write your own dashboard panel and replace the existing one.
Limit the invoices in your dashboard panel to the last 2 years.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Bob
Sent: Wednesday, May 26, 2010 4:55 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Limiting Tracker historical retrieval records
Has anyone found a way to date constrain the records a Tracker returns
when the "Retrieve" button is pushed?
Users complain that they only want the most recent data, not from 2008
or 2009.
IE., when in Supplier Tracker you open the Invoices Tab, the "Closed"
tab and then hit the "Retrieve" button, you wait for multiple years of
history to arrive when all you wanted to see was last month.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
------------------------------------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
------------------------------------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Create a Pre-Process BPM on APInvoice.GetRows with no Conditions.
Create a synchronous 4GL code Action. Paste the following code inside.
define variable wctemp as character no-undo.
assign wctemp = '(InvoiceDate > ~'1/1/2010~') AND' + ' ' + whereClauseAPInvHed.
assign whereClauseAPInvHed = wctemp.
Go to Supplier Tracker and give it a try.
You will want to create a dynamic approach to the date. This is a quick example I just generated.
The thing to consider with this approach is that it is going to apply wherever this object/method is called. It basically just takes the existing whereclause and appends it to your prefix. You will have to play with AP modules some to make sure you are not filtering or conflicting in modules you don't want to. Or, maybe you want to condition it to a specific group.
I don't know how to tell the BPM it is coming from a specific module. If anybody knows how to do that please pass it on.
Thanks,
Ross
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian W. Spolarich
Sent: Thursday, May 27, 2010 12:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Limiting Tracker historical retrieval records
There's probably a way to do it with client-side code, as you can customize the client layer on the Tracker View, which behave much like any other Vantage form. But knowing the object model and how to actually do it...that's another story.
Basically I think you'd have to identify the control on the form, and set the date to Now(), and then proceed with the loading of the form. Its not clear whether there's an event to hang your hat on there though, as the only candidates are "ListChanged" and "Retrieve", and there are no Before/After events.
-bws
--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Thursday, May 27, 2010 1:13 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Limiting Tracker historical retrieval records
I have never been able to default the date on a tracker. You can limit it in the BAQ or you can add buttons to the tracker that will fill out the date(s). I have a tracker that shows sales and has date from and to fields. I put buttons on it called Today, Yesterday, This week, This month, This Year, last week, last month, and last Year. The users like having to just press a button instead of selecting the dates.
________________________________
From: "effgroups@..." <effgroups@...>
To: vantage@yahoogroups.com
Sent: Thu, May 27, 2010 12:25:01 PM
Subject: Re: [Vantage] Limiting Tracker historical retrieval records
Thanks
But I have a tracker field for the user to select the date but I want to default it to the beginning of the year and he wants more he can change the date.
How do I default the date ?
Ephraim Feldman
-----Original Message-----
From: "CharlieSmith" <CSmith@...>
Date: Wed, 26 May 2010 22:19:05
To: <vantage@yahoogroups.com>
Subject: RE: [Vantage] Limiting Tracker historical retrieval records
Filter by invoice date >= Today - 730 or Fiscal year >= Current Year -
2. Something along those lines.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of effgroups@...
Sent: Wednesday, May 26, 2010 7:04 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Limiting Tracker historical retrieval records
How can I make a dashboard only pulling based on a date that changes
(like the past year)?
I tried doing it in the past but gave up. (I'm still a newbi in Vantage)
Ephraim
Ephraim Feldman
-----Original Message-----
From: "CharlieSmith" <CSmith@...
<mailto:CSmith%40vistaconsultant.com> >
Date: Wed, 26 May 2010 17:55:38
To: <vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> >
Subject: RE: [Vantage] Limiting Tracker historical retrieval records
You could write your own dashboard panel and replace the existing one.
Limit the invoices in your dashboard panel to the last 2 years.
Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Bob
Sent: Wednesday, May 26, 2010 4:55 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Limiting Tracker historical retrieval records
Has anyone found a way to date constrain the records a Tracker returns
when the "Retrieve" button is pushed?
Users complain that they only want the most recent data, not from 2008
or 2009.
IE., when in Supplier Tracker you open the Invoices Tab, the "Closed"
tab and then hit the "Retrieve" button, you wait for multiple years of
history to arrive when all you wanted to see was last month.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
------------------------------------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
------------------------------------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links