How to run a report on an Order Guide (sc_request) based on certain selections made (sc_req_item) on the form?

[Seth D]

I have an Order Guide that I want to run a report on to show records based on certain selections made. For example, I want to pull a report on all Requests that have item A and item B checked on the form. These items are tied to catalog items that generate RITMs within the main REQ. I have tried running a report on sc_req_item and dot-walking as almost everyone in the community recommends, however I'm not able to drill up to the variables on the Order Guide (sc_request). I feel a database view is required, but I'm not sure as to how to achieve this.

Thanks in advance.

[Jan Cernocky]

Hi Seth,

what exactly is the expected output? 

Let's see you have a certain catalog item (e.g. Laptop) - it can be available as standalone item to order or as part of one or more order guides.

I would still stick to sc_req_item table and report on created RITMs, dig in to variables and also add in the filter condition that the order guide either is not empty, or has a certain value (to work only with relevant records).

But again, it would be nice to give an example of what exactly you want to achieve here.

[Seth D]

Hi Jan - thanks for the reply.

I have an order guide that has several catalog items available for selection as checkboxes. When those checkboxes are checked, and the order guide submitted, a REQ is then opened which contains the requested items (items selected). 

What I need is a report that shows all REQs (from this particular order guide) that were submitted with two specific catalog items selected together.

So far I haven't been able to achieve this using your method above using sc_req_item. 

[Jan Cernocky]

Hi Seth.

I hope I understand now.

It seems the 'variables' of Order guide are not stored anywhere as per this post.

Are you cascading variables by any chance?

I tried one more method but got stuck probably somewhere where you are.

I created 3 New Hire REQs and am interest only in REQs with VPN and email.

I can identify them in the report but haven't found a way to filter them out.

I would probably need the insight into  the rules and cascading set up.

[Seth D]

Hi Jan - We are cascading some variable sets (such as requested by and requested for), but not the checkboxes that represent catalog item selection. Those only live on the order guide. 

And yes, I get stuck exactly there, as I'm trying to run a report on REQs that have BOTH items selected.