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Reporting Template : Field Definition

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On the general settings page of the Report, the name and description of the report can be defined. This is also the place to define the fields that should be available in the report. Fields can be used from several sources as explained below.

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Use as default template: Mark this checkbox to set as default template. This will then be used when exporting tickets to Excel, from the End-user search.

Name: Name of the report. This name will be visible when the report template is used within a process step.

Short Description: Explanation text to provide more information on the report template.

--New Item --

Type: Select the type of item to add to the report.

Orb-Blue-Minus-24Lookup

the selection list shows all current forms in SSP 7. When a form is selected, the second list will refresh and show all fields of that form. Select any field and click on add .

 alert Please note that you will see the internal label that was defined with the field in the mapping. If you are using multiple forms with 1 process, make sure that these forms have similar internal labels to make the mapping of the value into this text work.

 alert Please note that for datastore parameters the fields indicated as "Value Fields to send to workflow" are displayed beneath the Field. If you want to use additional fields, please go to the form definition and select more fields to send to the workflow.

Orb-Blue-Minus-24Previously Entered Field

this lists all fields that are entered in other steps within the same process. When selected, click on add to enter this variable into report.

 The following information is available:

 For action steps, all form fields are available to use as variable

 For adapter steps, all values related to the item created in that step are available. These fields are displayed in the third drop down list.

 For approval steps, all approval votes and comments are available

 alert Please ensure that you only use fields from previous steps. If you select a value from a following step, this will result in an empty value.

Orb-Blue-Minus-24Process

this lists some general fields of the current process. When selected, click on add to enter this variable into the report. The following information is available:

Process Start Date
Process End Date
Process Name
SSP Ticket Number
Last Status
Orb-Blue-Minus-24Requestor

Shows a list of all the defined User fields for the requester or the requested for person of the process.

Click on save to store the Report Template and return to the general settings of the process.