When creating Crystal Reports. The Data Folder does not get set when I select a different company. Is this a Timberline Bug?

SUGGESTED

I have a report that I created using a DSN that was set to company ABC. When I run the report depending on the company I have selected it gets me the corresponding data. I have another report that was created the exact same way, only this one will not respect the company change and will only reference the DSN setup I used to create the report.

Are there certain steps you have to follow to get this to work? 

Problem is we have reports that are created 1 for each company, and we have others were the switch is respected, and therefor only need 1 report.

Help on this would be much appreciated.

  • 0
    Hi Jakes,

    In the reports that do not switch folders as expected, are you using the "tsDataFolder" and the "SDesc" formulas?

    Thanks,
  • 0 in reply to [email protected]
    Hi John

    I have a 2 Formula Fields setup, tsDataFolder, and tsCompanyName. When I go and change the company and execute the report, the company name and folder show as selected, however the data is not that of the company. I do not have SDesc. What is this used for?

    Thanks,
  • 0 in reply to Jakes
    Hi Jakes,

    Sorry, the formula is tsDesignMode and it should be set to "SDesc" in the formula (with the quotes). This forces the system to recognize "standard descriptions" as the design mode (as opposed to "custom descriptions" or "dictionary names"). It is one of those that should be on every report along with tsDataFolder.

    So, just to clarify, the data in the report is showing the correct folder and company name on the report but is not populating with the correct folder's data? Is it showing data from the folder where the ODBC DSN is configured?

    You are running these through Sage and not in Crystal Reports, correct?
  • 0 in reply to [email protected]
    Correct. It is showing the company name and folder as selected in the menu, only it is using the data of DSN that was used to create the report.

    I have made the changes to my report and it seems to be working now. I just need to do some more testing, but now my report is asking me questions, current, archive, etc. Is this triggered by the tsDesignMode variable? Will this effect the select statement?
  • 0 in reply to Jakes
    That can be triggered by tsAskFile, but I have seen it happen without that formula. Crystal by default does not allow on-the-fly joins of multiple transactional tables. You would have to craft a select statement as a command if you wanted say, current and history together.
  • 0 in reply to [email protected]
    I have also experienced a prompt for "New, Current, or History" in a Crystal Job Cost report design that I created, without using tsAskFile, and where the only transaction file included in the design is the JCT_Current_Transaction.
  • 0 in reply to [email protected]
    Is there a way to suppress Timberline asking these questions? The tables I have selected and the conditions I apply do not require these additional questions...
  • 0 in reply to Jakes
    So apparently just adding this variable to the report suppress all the questions...
  • 0
    SUGGESTED
    Good morning,

    I'm a little late to the conversation but let me recap the typical integration formulas you would want on a Crystal Report:

    tsDataFolder is the one that lets the report pull data from the appropriate company folder when the report is run from the Sage menu. The folder path in the formula is just a place holder and doesn't need to point to actual data unless you want to run the report directly in Crystal.

    tsDesignMode allows the report to run in Sage even if the users DSN is set to a different mode than the one used to create the report. Typically, you'll want to set your DSN to Standard when creating a report and include the tsDesignMode with a value of "SDesc". That way even if the users workstation is set with the DSN as Custom the report will still run.

    If the report is written using a transaction table that has values of new, current, history when the report is run in Sage you'll get the choice of which file to select regardless of the one used to create the report. The tsAskFile can be used to limit which are available to select to or to automatically select just one of them.

    In the Users Guide there is a chapter for Crystal Reports that includes information on these formulas as well as other integration formulas you may find helpful.

    Denise
  • 0
    I don't know if you're still having a problem, it may be that from the Crystal Reports designer, you have selected "Save data with report" in the report design.
  • 0 in reply to bchang
    I am having the same problem, but the suggested solution is not working.

    I have created tsDataFolder and tsDesignMode variables. "tsDataFolder " is loaded with the same folder information as the ODBC DSN "Timberline Data Source" defined on the development workstation. The "tsDesignMode" has no entry, because this report is designed using the "Custom descriptions" configuration option. I placed the "tsDataFolder" variable on the page footer of the report to see what is being loaded at run time.

    When run, the report shows "tsDataFolder" correctly pointing to the selected company data. However, the data in the report is being returned from the data folder selected in the ODBC DSN "Timberline Data Source" defined on the user workstation.

    Any suggestions?