From: tcollins on 14 Feb 2007 05:31 Hi all, I am attempting to create a report similar to the default Sales Pipeline Report. When one of the bars in a bar chart is clicked, a list of the records that made up that total is displayed in a sub report. Any of the records in the list can be clicked open the selected record in CRM. I am using the Invoice entity. From what I have read online, it seems like I need to create a report parameter called CRM_URL and add it in the Action property of the appropriate table cell of my report: =IIF(IsNothing(Parameters!CRM_URL.Value), Nothing, Parameters! CRM_URL.Value & "?ID={" & Fields!invoiceid.Value.ToString() & "}&OTC=1090") This works if I call the report directly from within CRM but if the report is a sub-report of another report it doesn't work. The CRM_URL parameter remains blank and per the code above, doesn't do anything. If I hardcode a particular invoice id then I get an error message saying:An attempt was made to set a report parameter 'ID' that is not defined in this report. (rsUnknownReportParameter) The OTC code is correct for the database Any suggestions as to where I might be going wrong or has anyone seen this behaviour before? Regards, Tim
From: tcollins on 16 Feb 2007 11:22 I have managed to solve this issue. For anyone that reads this in the future, to drill-through from a parent report to a child report (sub report) you have to do the following: 1. Create a parameter called CRM_URL in the parent report. It's data type should be set to string. Tick the two boxes to allow nulls and blanks. Available values should be set to non-queried. Default values should be set to none. 2. Repeat the parameter creation, this time for the child report. 3. Wherever the child report is being called, the parent report must pass the CRM_URL parameter to it. In my case it's being called through the Action tab of a chart value. The parameter name should be "CRM_URL" and the parameter value should be "=Parameters! CRM_URL.Value". The problem that I was having is when you preview this you will get an error saying "The parameter CRM_URL is read-only and cannot be modified". Based on my previous experience with the reports, I took this to mean that the report was messed up and that I had to fix this error before it would work. This was a mistake. As I have discovered, even the out-of-the box CRM reports do this. If the report is deployed as-is it will work as expected e.g. the drill-through to CRM will work. Hopefully this will help anyone else that runs into this issue.
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