Incident > Export To PDF > Detailed Landscape - Exclude Work_Notes field

[GrahamT]

Hi,

First time post, so forgive me if this is in the wrong area, or lacks the technical details required...

I have a request for a report to be created, based upon our Incident table. From the incident table view - Incident > Export To PDF > Detailed Landscape this generates the PDF report.

This report includes a couple of fields that I would like to remove from the report (namely work_notes and close_notes - if these are standard default field names?)

This report is to be shown to a customer and as such we do not want them to have visibility of our internal fields, only the comments & u_customer_resolution fields that are customer facing information.

Is there a simple way to generate this type of report?

I hope that I have included enough details to be going on with...

Thanks

Graham

[geoffcox]

Even more advice -


Without worrying about the form, you can create a new custom view of the list.
1. While looking at the list view, right click in the header and choose "Personalize List Layout"
2. In the field "View name:", choose "New", and give it a meaningful name (e.g. "External")
3. Remove the fields you don't want included
4. Save

Now when looking at the list, you can click on the list name which becomes a pull down for various choices including view name.

And if you want non-admins to be able to pull up this table, you could create a module in the application called "External View" which opens your list and specifies the view name.

Cheers,
Geoff.

[GrahamT]

Geoff,

Thanks for the reply.

I set the list view up and included only the fields that I wanted to see on the exported PDF report (so just included the 'comments' and 'u_customer_resolution' fields) and not the 'work_notes' or 'close_notes' (which we use for internal information and should be hidden from customer - i.e. they do not get sent any information from either of these fields in email notifications that get sent out to them)

Now, when I view the list, using the view I set up this looks good, and includes the fields I want.

The problem is however, when I filter this list for only certain incidents I want to report on, and right-click on the header and choose Export > PDF > Detailed Landscape, the PDF it produces shows the first page as the actual list view (i.e. a summary as such showing just the fields included in my view). The report then goes on to show full details of the incident form layout, including the information from both of the fields I wished to remove from this report ('work_notes' or 'close_notes')

Unfortunately, not quite achieving what I need to do.

Graham

[geoffcox]

List and Form Views

I hadn't realized you were using the detailed landscape report.

The detailed landscape report includes both the list view and the form view. So, if you remove the fields you don't want from the form view of the same name, then they will not be included in the report.

So if you named the list view "External", then also edit the form view named "External" to include only the fields you want. I assume you know how to edit named form views, but if not let me know!

Cheers,
Geoff.

[GrahamT]

Geoff,

Thanks. Not something I have delved into before, so I will need to take a closer look.

Cheers,

Graham

[geoffcox]

Continuing the example...

You customize the form view in much the same way you customize the list view.

1. While looking at the form, right click in the header and choose "Personalize -> Form Layout"
2. In the field "View name:", choose "New", and give it the same name you gave the list (e.g. "External")
3. Remove the fields you don't want included.
4. Save.

Go back to the list view, and do your export. The fields you removed should no longer be visible in the report.