How to link Sub Report to Main Crystal Report

Sub reports allows to use another query as a data source, different from the main query. You can have as many subreports as you want. Sub reports can not have another sub report inside it. One of the challenge is to link the sub report parameters with main report, so that sub report query is executed for the every row retrieved from the main report. This is easy.

I will explain this using a Sample. Let's say we are designing a report that prints user profile information. The main query is based on psoprdefn and is used in the main report. The Sub report is based on psroleuser and is used in the subreport to print role names for each user selected in the main query.

Click Insert -> Sub Report

Select Create a Sub Report and Type in PSROLEUSER and click on Report Expert.

Click on Database and Select the Query name. Complete the rest of steps by clicking on Next. Once you return to main Insert Subreport dialog box, Select Link tab. You can also change links for sub report later on by right clicking on sub report and selecting Change Subreport links.

Select Oprid from Available Fields and Click on > button to move it to Fields(s) to link To.

Now Click on Subreport Parameter fields to use:

Click on tiny Scroll bar, (Note: Do not use ?Pm-GF_C_PSOPRDEFN.OPRID as your parameter to link to).

Once you see the parameter field for the sub query i.e. user id select it.

Note: Both main query and subquery has a common parameter i.e. oprid or Userid. We need to match the Oprid field from main query and assign it to Parameter field of the sub query and do not use autogenerated Crystal Report parameter. There may be other ways to achieve the same results, but i found this works best.

Once you insert the subreport to main report, Right click on it and select border and colors. Set Line style to none for Left, Right, Top and Bottom. Right click on Subreport and Select Edit SubReport. You may want to Delete Report Header and Report footer in the subreport and arrange the fields and add any additional information you need. Also delete the Print Date special field.

Note: This is based on Crystal Report 8.5

Crystal Report 8.5 and SubReports

If you have a linked sub report in Main Crystal Report, every time you open the main report, it re imports the sub report if it founds the sub report in the same location. This is despite the fact that Re-import Subreports when Opening Reports check box is unchecked.

This seems to me a bug. Similar bug in Crystal 10 has been reported on businessobject support web site.

Clearing the 'Re-import Subreport on Open' check box does not work (c2017466)

This creates a annoying behavior, as Crystal report will remove the links between main report and sub report. Only workaround I have found is to rename the sub reports or move them to other folders, once they are imported in main report. If Crystal Report does not find the sub report in the original location, it does not re import the sub report.

If any body has encountered the similar issues, please post it in the comments section.

Determine Hidden Folders and Content References for Portal Navigation

If you do not see a folder or content Reference (Menu Item) in Left hand side navigation, (Applicable to 8.4x ) then you must check to see if the folder or content reference is not marked as hidden. Other reasons could be security. Here is a SQL to find out all the objects that are hidden.

To find all the folders which are hidden from Portal Navigation.

select * from PSPRSMSYSATTRVL where portal_name = 'EMPLOYEE' and PORTAL_ATTR_NAM = 'PORTAL_HIDE_FROM_NAV' and portal_Reftype = 'F'

select a.portal_objname,b.portal_label,b.portal_prntobjname,c.portal_label
from PSPRSMSYSATTRVL a,psprsmdefn b,psprsmdefn c where a.portal_name = 'EMPLOYEE'
and a.PORTAL_ATTR_NAM = 'PORTAL_HIDE_FROM_NAV'
and b.portal_Reftype = 'F' and a.portal_name = b.portal_name
and a.portal_objname = b.portal_objname
and b.portal_name = c.portal_name
and b.portal_prntobjname = c.portal_objname

To find all the content references which are hidden from Portal Navigation.

select * from PSPRSMSYSATTRVL where portal_name = 'EMPLOYEE' and PORTAL_ATTR_NAM = 'PORTAL_HIDE_FROM_NAV' and portal_Reftype = 'C'

select a.portal_objname,b.portal_label,b.portal_prntobjname,c.portal_label
from PSPRSMSYSATTRVL a,psprsmdefn b,psprsmdefn c where a.portal_name = 'EMPLOYEE'
and a.PORTAL_ATTR_NAM = 'PORTAL_HIDE_FROM_NAV'
and b.portal_Reftype = 'C' and a.portal_name = b.portal_name
and a.portal_objname = b.portal_objname
and b.portal_name = c.portal_name
and b.portal_prntobjname = c.portal_objname

 

Replace EMPLOYEE with Your portal name. Some of the Other names are.

CUSTOMER
DEMOSITE
EMPLOYEE
MOBILE
PORTAL
PS_SITETEMPLATE
SUPPLIER

Portal Content Reference/folder Attributes are stored in

PSPRSMSYSATTR

PSPRSMSYSATTRVL

Online Performance Configuration Guidelines for PeopleTools 8.45, 8.46 and 8.47, 8.48

You should carefully review and implement ther performance guidelines to get Optimal performance from your PeopleSoft Application. This document is posted on Customer connection and you will need a loginid and password to access it. Here is the direct link.

Online Performance Configuration Guidelines for PeopleTools 8.45, 8.46 and 8.47, 8.48

Troubleshoot Workflow EMAIL (SMTP Server) issues.

Many time End users get an Error message : Unable to Send Email, Invalid ID, while saving the page. This usually means some kind of issue while sending email from your appserver or batchserver using the SMTP Server. The error message is not correct and to get the exact reason, why send email is failing, you need to add/Update the following in your appserver configuration (PSAPPSERV.CFG) or batch server Configuration (PSPRCS.CFG) under SMTP Settings.

SMTPTrace=1

1 means enabled, 0 - Disabled. This setting is sometimes not present in PSPRCS.CFG. You have to add it manually opening the file. This setting is dynamic and does not require reboot of the Server, which is very good for troubleshooting in production environments.

Once turned on, it will generate Trace file SMTP.LOG in LOGS Folder under $PS_HOME/tools/appserv/DOMAIN for Appserver and $PS_HOME/tools/appserv/prcs/DOMAIN for Batchserver.

Open SMTP.LOG and fix the issues logged in it. This will make your users to save the page.

Login to Two Tier using your Enterprise LDAP ID.

Normally, If you use LDAP Authentication for logging into your PeopleSoft application, you can not use the same id to login in Two Tier. This will force you to have multiple ids as you can do following in only two tier mode.

• Data Mover access
• Run Compare Reports
• Build SQL Tables

This is not very convenient and not a secure approach. PeopleSoft  SOLUTION ID 200735608 - E-LDAP: LDAP Authentication does not work in 2-tier describes this behavior.

I have found this undocumented Trick to use the same LDAP ID to login to App Designer in Two tier mode. I have tested this in PeopleTools 8.43 only and it may not work in higher tools release. (Let me know in comments) Note: This trick does not bypass peoplesoft security. If you do not have access to underlying components or menu items (for e.g. DATA MOVER Or Run compare reports or Build SQL), you won't be able to perform this.

Here are the Steps.

1. Login to App Designer in Three Tier. If you get an error message (You cannot sign on because the password for this user (PSOPRDEFN.OPERPSWD) isn't encrypted. Run encrypt_password * in Datamover, or change the password in Maintain Security.) , Press OK to continue and you will be logged in App Designer. The above message is a warning only and it does not prevent you from signon. This is identified as a known issue and is fixed in PeopleTools 8.46. See SOLUTION ID 200776124 - E-LDAP: Cannot logon 3 tier with LDAP user as ENCRYPTED field on PSOPRDEFN is set to 0
2. Now Login to App Designer by running this from Start -> Run or create a shortcut on the desktop.
   
   <path to pside>pside.exe -CT ORACLE -CD dbname -CO userid -CI people -SUBSEQUENT -MN"APPLICATION_DESIGNER"
   
   Replace ORACLE With your DBType, userid with your LDAP Userid, people with your connectid if different. Note you do not need password as you are already logged in.
3. You can run Data Mover from Go -> Data Mover Command once you are logged in 2 Tier mode.

Use Dynamic SQL for Prompts - SqlText

Normally you can not use dynamically generated SQL at runtime as your prompt record. You can use %EDITTABLE to specify the prompt table you want to use, but it has to be predefined. There is this little known property SqlText for Field Class, which allows you to do exactly that.

Here is the description and sample code taken from peoplebooks.

This property is valid only for fields that have a dynamic view as their prompt record. If you set SqlText to a non-null value, that text is used instead of the dynamic view's normal text used for prompting.

Suppose you wanted to have a different prompt table depending on the settings of other fields in the row. Normally you could use %EDITTABLE to dynamically specify the prompt table you want. However in this case there are too many possible combinations of values, which would require too many views. Furthermore, the values are customizable by the end-user or the application, which means even if you, the developer, wanted to, you couldn't provide all the combinations of views necessary. However you can generate the desired SQL text for the view in PeopleCode based on what the user enters.

If you use a dynamic view as the prompt table, and have the dynamic view contain a SQL object that is updated from PeopleCode, you could achieve this functionality. However, a SQL object is a shared object, so if multiple users used the same page, they overwrite each other's settings and the SQL object contains the SQL for the most recent user. Similarly if a single user had multiple rows on a page, the SQL object is valid only for the most recent row. This means if the user went to another row and did a prompt, they would get the wrong values again.

The purpose of this property is to enable you to specify the generated SQL text independently for each occurrence in each transaction. It enables you to override the text of a dynamic view being used as a prompt table on a field by field basis.

It is up to the developer to verify that the text specified for this property is valid, that is, that it selects the correct number of fields for the record definition, and so on.

This property is read-write.

Local string &SQLSTRING;

Function set_jrnl_id_prompt();
&SQLSTRING = "SELECT DISTINCT JOURNAL_ID, BUSINESS_UNIT_IU, JOURNAL_DATE, LEDGER_GROUP, SOURCE, SYSTEM_SOURCE, PROC_PART_ID, JRNL_HDR_STATUS, DESCR FROM PS_JRNL_HEADER WHERE JRNL_HDR_STATUS IN ('N','E','V')"
If All(JRNL_EDIT_REQ.BUSINESS_UNIT) Then
&SQLSTRING = &SQLSTRING | " AND BUSINESS_UNIT_IU='" | JRNL_EDIT_REQ.BUSINESS_UNIT | "'"
End-If;
If All(JRNL_EDIT_REQ.LEDGER_GROUP) Then
&SQLSTRING = &SQLSTRING | " AND LEDGER_GROUP='" | JRNL_EDIT_REQ.LEDGER_GROUP | "'"
End-If;
If All(JRNL_EDIT_REQ.SOURCE) Then
&SQLSTRING = &SQLSTRING | " AND SOURCE='" | JRNL_EDIT_REQ.SOURCE | "'"
End-If;
If All(JRNL_EDIT_REQ.SYSTEM_SOURCE) Then
&SQLSTRING = &SQLSTRING | " AND SYSTEM_SOURCE='" | JRNL_EDIT_REQ.SYSTEM_SOURCE | "'"
End-If;
If All(JRNL_EDIT_REQ.PROC_PART_ID) Then
&SQLSTRING = &SQLSTRING | " AND PROC_PART_ID='" | JRNL_EDIT_REQ.PROC_PART_ID | "'"
End-If;
GetRecord().GetField(Field.JOURNAL_ID_FROM).SqlText = &SQLSTRING;
GetRecord().GetField(Field.JOURNAL_ID_TO).SqlText = &SQLSTRING;
End-Function;