How to Create a Launch Point using a Window Field or Button

Subject:

The steps here will describe how to create a Launch Point using a window field or button in Dynamics Report Manager. The Window Field or Button Launch Point provides a trigger point, usually from a button on a window, from which to launch a report. The print button on a window is a common example, but you can also launch a report from a Posting button or when a user enters a dollar amount in a specific field.

Resolution:

Here are the steps to follow:

1. Start Microsoft Dynamics GP (GP) and log in as a user who is set up as a DRM Report Administrator.
2. Go to Reports | Dynamics Report Manager | Dynamics Report Manager Explorer.
3. Click the Launch Points tab.
4. Click the Add Launch Point button.
5. In the Add Launch Point window, mark the Enter Manually radio button, select Window Field or Button, and then click OK.
6. Enter a Name.
7. In the Settings tab, select the following:
   1. Trigger Type which defines what action will cause the report to run.
   2. Attach Type which indicates when, in relation to the Trigger Type action, the report will run (i.e., before or after, or both).
   3. Product, Series, and a Form.
   4. Window and/or Field which these fields will be available based on the selection(s) in step 7c.
8. In the Reports tab, click the Add Report button to add the report you want to print.
9. In the Access tab, select the appropriate security.
10. In the Actions tab, click the Add Custom Action button to add additional actions such as, Set Parameter to Field, Launch Specific Report, etc.
11. Click Save.

Note:

The following is an example of how to add a Customer List report to the Customer Maintenance window. Step 5 in this example is optional. It has been included in the example to display how to set a parameter in a Launch Point.

1. Start Microsoft Dynamics GP (GP) and log in as a user who is set up as a DRM Report Administrator.
2. Go to Reports | Dynamics Report Manager | Dynamics Report Manager Explorer.
3. Click the Launch Points tab.
4. Click the Add Launch Point button.
5. In the Add Launch Point window, mark the Enter Manually radio button, select Window Field or Button, and then click OK.
6. Enter a Name such as Customer Report Button.
7. In the Settings tab, select the following:
   1. Trigger Type: Window Field or Button
   2. Attach Type: Before original Script
   3. Product: Microsoft Dynamics GP
   4. Series: Sales
   5. Form: Customer Maintenance
   6. Window: Customer Maintenance
   7. Field: NA
8. In the Reports tab, click the Add Report button, and the Customer List report, and then click Select.
9. In the Access tab, accept the defaults or adjust them as appropriate.
10. In the Actions tab, click the Add Custom Action button, and the select the following:
    1. Custom Action: Set Parameter to Field
    2. Report: Customer List
    3. Parameter: Customer ID
    4. Product: Microsoft Dynamics GP
    5. Series: Sales
    6. Form: Customer Maintenance
    7. Window: Customer Maintenance
    8. Field: Customer Number
    9. Click OK.
11. In the Actions tab again, click the Add Custom Action button, and the select the following:
    1. Custom Action: Launch Specific Report
    2. Report: Customer List
    3. Click OK.
12. Click Save.