Remote Columns refer to columns from a different eForm.
Adding a Remote Column
- Select a Profile [1] that you wish to change or customise.
- Click the icon in the top left corner [2] to open the side panel to view Profile Properties.
- Within the Common section, which is all about viewing data columns, click Edit [3].
- Click Add Remote [4] button to add a Remote Column. You will see Remote #X on the top left of the column to tell you the column type.
Configuring a Remote Column
- Enter the Name [1] of the Remote Column to specify what data is displayed there.
- Change Show View Link to Yes [2] to enable a View link at the beginning of the Remote Column to navigate to referenced records.
- Click the Some properties are currently not visible - View them now button [3] to configure the Remote Columns.
- Against Relationship, click on Edit [4] to specify the relationship between the context record and the target eForm. See below for more information.
- Against Columns/Data Settings, click on Edit [5] to select the reference column(s) to be displayed within the Remote Column. See below for more information.
- Against Order By, click on Edit [6] to set the sorting order of the selected columns.
- The Show View Link? option [7] is the same as above in step 2. Set this to Yes to enable a View link at the beginning of the Remote Column.
Specifying Relationship Chains
When editing the Relationship section, users must establish a relationship chain between the current eForm and the Remote eForm in order to select columns for the Remote Column.
You can add multiple relationship chains for a Remote Column.
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Click X [1] to remove a relationship chain.
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Click Add Tabular relationship [2] to add a relationship chain.
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Click Remove All [3] to remove all the existing relationship chains.
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Use the Remote eForm type [4] dropdown to select a remote eForm to reference to.
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Select Type [5] to define the relationship type between the current eForm and the remote eForm.
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Parent: This will assume the selected eForm is a parent of the current eForm //or the previous eForm in the Relationship Chain(not sure about this part)
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Child: This will assume the selected eForm is a child of the current eForm //or the previous eForm in the Relationship Chain(not sure about this part)
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OutgoingGroup: This uses a reference group to define the link. For example, you report a list of Suppliers on a Contract eForm. Supplier - > Contract.
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IncomingGroup: This uses a reference group of this form to define the link. For example, you report a list of Contracts on a Supplier eForm based on the reference list set up on the Contract eForm. Supplier <- Contract.
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Arbitrary: This allows users to specify a filter for remote records, and only return records that match the filter.
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- Click Edit [6] to set the filter for the Remote Column.
Specifying Columns/Data Settings
Once the relationship is established, a user is able to select Columns from the remote eForm.
- Set Show only aggregates to Yes [2] to show the aggregate only and no records.
- Click Edit Columns [1] to select columns.
- You will be presented with the Columns settings after you click on Edit. Click Add Column [3] or Add Advanced column [4] to add a column.
- In this example, two remote columns were added: Contract Title and Number and Status [5].
- Set Aggregate to Count [6] to count the number of records based on Contract Title and Number.
- The report with Show only aggregates [2] set to Yes will look like this:
- The report with remote columns with Aggregate [6] 'Count'will look like this:
