Configure Attachments for ActiveReports

To bring in attachments, start by adding a data source, then create a query to retrieve the attachments you want, and finally ensure the report is configured correctly.

PREREQUISITES:

  • If you want to attachment GIS media to a report, verify that the Generate Map Images preference in Admin is turned on. See Configure Map Preferences in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

First, a custom data source must be added that allows access to attachments or GIS thumbnails that can be added to reports.

  1. Open the Report Designer.
  2. Click the Data tab and click Add.
  3. Enter the Name of the data source.

The Provider is set to Shared Reference.

  1. Select Trimble Unity Resources as the Reference.
  2. Click Add.

After a custom data source is added, a data set should be added with a query pointing to where the wanted attachments are.

  1. Click Add in the Data Sets section.

  1. Double-click the DefaultDataSet.

It appears under the Data Sets section.

  1. Click Edit Data Set.
  2. Edit the Name of the data set. Data set names cannot have spaces, but underscores or camel case can be used.
  3. Select Command Type. The default is Text.
  4. Enter something similar in the Query field to connect to the files wanted:

TIP: Use an asterisk (*) in a query at the end to pull in all attachments in a folder. If all attachments for an activity are configured to be added to a report, even those attachments which have been added and then removed from the work activity appear on the report.

  • GIS Thumbnails
  • thumbnail:workorder*
  • This query fetches all work order related map images for the work order ID entered when the report is viewed.
  • thumbnail:case*
  • This query fetches all case related map images for the case ID entered when the report is viewed.
  • thumbnail:inspection*
  • This query fetches all inspection related map images for the inspection ID entered when the report is viewed.
  • thumbnail:request*
  • This query fetches all request related map images for the service request ID entered when the report is viewed.
  • Attachments
  • attachment:workorder/[WorkOrderID]/*
  • This query fetches all attachments related to the work order ID entered when the report is viewed.
  • attachment:Inspection/[InspectionId]/*
  • This query fetches all attachments related to the inspection ID entered when the report is viewed.
  • attachment:Request/[RequestId]/*
  • This query fetches all attachments related to the service request ID entered when the report is viewed.
  • attachment:reldocs/[CA_OBJECT_ID]/*
  • This query fetches all attachments related to the case ID entered when the report is viewed.
  • attachment:reldocs/[CA_OBJECT_ID]/payments/*
  • This query fetches all payment attachments related to the case ID entered when the report is viewed.
  • attachment:reldocs/[CA_OBJECT_ID]/tasks/*
  • This query fetches all task attachments related to the case ID entered when the report is viewed.

IMPORTANT: A parameter must be configured if you are entering the ID of a specific work activity when viewing the report. See Create a Parameter for more information.

TIP: Instead of using a parameter and entering an ID, you could enter the specific ID number in the query to pull all attachments from that specific work activity. Additionally, instead of using the asterisk (*), you could enter the specific image file name wanted.

IMPORTANT: If you add an image control and render the stream content in it outside of a table or in a container, only the first image in the series renders. No images render in a banded list.

  1. Drag Table in the report from the AR Web Designer toolbar and remove all the tables and columns so it leaves one cell.
  2. Expand the cell.

  1. Drag Image into the report from the AR Web Designer toolbar and select the image box.
  2. On the right-side under the Appearance section, and click Expand next to the Image field.
  3. Select Database from the Source drop-down list.
  4. Enter {Stream} in the Value field.
  5. Select image/png from the MIME Type drop-down list.
  6. Select Fit from the Image Sizing drop-down list.

  1. Drag the image control into the table.