Define Condition for Field

This section describes how you can define conditions that control whether fields with information are displayed in the report. The following description provides an example of how to define a condition that displays additional information in the report when a sales order report is created for a specific customer (here the customer Adatum Corporation).

Beyond ReportsV2 allows you a variety of possible condition configurations, we are happy to help you with the setup. You can find our contact details in the chapter Preface.

To define one or more conditions, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Report Setups and click on the corresponding search result.
  3. The Report Setups page is displayed.
  4. Select the corresponding report in the list and click on the value under the ID column in the report line.
  5. The report card is displayed.
    report-card
  6. Scroll down to the Fields tab.
  7. In the drop-down list for the layout area, select the area in which the field for which you want to define a condition is located. In this example, we define a condition that only prints sales information for a specific customer in the report, i.e. the information is not printed on all other sales orders.
  8. Under the Fields section, click in the corresponding line with the information about the salesperson (see section Add Related Field to Report) in the No. of Conditions column.
  9. The Report Field Conditions window is displayed.
    report-field-conditions
  10. Select under the Operator column. You can use the following values to configure the condition:
    • IF: Select this value if you want to create a condition with an IF clause.
    • AND: Select this value to link two conditions with an AND conjunction.
    • OR: Select this value to separate two conditions with an OR disjunction.
  11. In this example, certain information will only be printed in the report if the customer is Adatum Corporation (customer number: 10000), so select the value If under the Operator column.
  12. Click in the input field under the Field ID column and open the drilldown using the ellipsis button (…).
    open-drilldown-for-field-id-in-conditions
  13. The Fields Lookup window is displayed.
  14. From the Fields Lookup window, select the value that defines the condition. In this example, this would be Sell-To Customer No. (ID: 2).
  15. To confirm the selection, click on the OK button.
  16. The view in the Report Field Conditions window is updated.
  17. Define the condition in more detail. Under the Condition column, you can choose between the following values:
    • = Equal to a field value or constant
    • <> Not equal to a field value or constant
    • > Greater than a field value or constant
    • < Smaller than a field value or constant
  18. For the example, the value = is selected under the Condition column.
  19. Select between the following values under the Type column:
    • Constant: The field value under Field ID corresponds to a static value.
    • Field: The field value under Field ID corresponds to another field value.
      In the example, the value Constant is selected under the Type column and the value 10000 (the corresponding customer number) is entered under the Constant column.

condition-created

You have used the condition to define that certain sales order information is only displayed if the sales order is created for customer 10000 (Adatum Corporation).
In the following screenshot, you can see the difference in printing between sales order 101004 for customer 40000 (left) and sales order 101002 for customer 10000 (right).

conditional-fields-in-reports