Creating and Editing Links

Users who have Write permission on a source report and the necessary privileges to administer links can create, edit and delete links. You can administer these tasks from within a report or document or from the object in the folder list before the source report or document has been run.

Creating Links

To create a link from a report or document in the folder list:

Locate the report or document from which you want to create a link.
Right click on the object and choose Edit Links from the menu. This displays the Link Editor.
For a document, select a grid from the Source Grids drop-down list and click the Add icon

For a report, just click the Add icon.

This displays the Select Target dialog.

Browse or search for the target report or document you want to link to and select it.
Click OK. This adds it to the Targets list.

In the Attribute Mapping panel, the attributes in the source report grid are displayed in the Source box and the attributes in the target report or document are displayed in the Target box.

In the Attribute Mapping panel, map the attributes using the following options:

Auto - This option is selected by default. It indicates that all of the available attributes in the source report or document are passed to the target report or document. When this option is selected, there is nothing displayed in the Mapped box. This option is most often used when the attributes included in the source report are variable.

Manual - This lets you map specific attributes from the source to the target selectively. When you configure a link in this manner, the mapped attributes are displayed in the Mapped box. Be sure to carefully consider what attributes you want to pass from the source to the target.

Source - Lists the available attributes in the source.

Note: The attributes listed for the source report do not include attributes in the grid columns or attributes in the Report Objects that are not on the grid. Attributes that are possible answers in an object prompt are displayed. If an attribute is removed from the grid or moved to the columns on the source, it will no longer be available to be passed to the target.

Target - Lists the available attributes in the target.

Note: All attributes that are part of the report definition of the target report are included. If the target report contains an attribute object prompt, it is answered with the attributes that are passed from the source.

Note: Once an attribute is mapped, it is no longer available to be selected.

Mapped - The linked attributes are displayed in the mapped box.

If you have selected the Manual mapping option, select attributes to link in the Source and Target boxes and click to move them to the Mapped box. You can link the same attributes to each other, or link different attributes. To unmap the attributes, you can move selected attributes out of the Mapped box with the button.
Select from among the following Target Options:

Date Prompts - Determines the action when the user executes a link to a target report or document with a date prompt. Select an option from the drop-down list:

Same as Source - (Default) The target report or document is executed with the same date filter as the source.

Prompt User - The user is prompted for date selection when the link is executed.

None - The target report or document is executed without a date filter.

Other Prompts - Determines the action when the user executes a link to a target report or document with additional prompts, excluding the date prompt. Select an option from the drop-down list:

Cancel Prompts - (Default) The target report or document is executed without the prompts being displayed.

Prompt User - The target report or document is executed with all prompts being presented to the user..

Use Default Options - The target report or document is executed with the prompts being answered with the default answers, if applicable.

Open in new window - Select the check box if you want the target to be displayed in a new tab or window when the link is executed.

Click Apply to save the link and keep the Link Editor open to create additional links. Click OK to save the link, close the Link Editor, and return to the folder list.

To create a link from a report or document after execution:

Run the report or document.
Click the Edit Links icon, or choose Edit Links from the Data menu. This displays the Link Editor.

Note: This button will be disabled if the user does not have 'Write' access to the source report or document.

For a document, select a grid from the Source Grids drop-down list and click the Add icon

For a report, just click the Add icon.

This displays the Select Target dialog.

Browse or search to find the target report or document you want to link to and select it.
Click OK. This adds it to the Targets list.
Follow steps 6-8 from the procedure for creating a link from a report or document in the folder list.
Click Apply to save the link and keep the Link Editor open to create additional links. Click OK to save the link, close the Link Editor, and return to the report page.

Editing Links

To edit a link from a report or document in the folder list:

Locate the report or document from which you want to modify a link.
Right click on the object and choose Edit Links from the menu. This displays the Link Editor.

Note: This button will be disabled if the user does not have 'Write' access to the source report or document.

For a document, select a grid from the Source Grids drop-down list. For a report, go to step 4.
If there is more than one target, select the one you want to edit in the Targets box. This populates the Attribute Mapping and Target Options panels with the selection for that link.
Make the necessary changes to the link definition, following steps 6-8 from the procedure for creating a link from a report or document in the folder list.
Click Apply or OK to save the changes to the link.

To edit a link from a report or document after execution:

Run the report or document.
Click the Edit Links icon, or choose Edit Links from the Data menu. This displays the Link Editor.
For a document, select a grid from the Source Grids drop-down list. For a report, go to step 4.
If there is more than one target, select the one you want to edit in the Targets box. This populates the Attribute Mapping and Target Options panels with the selection for that link.
Make the necessary changes to the link definition, following steps 6-8 from the procedure for creating a link from a report or document after execution.
Click Apply or OK to save the changes to the link.

Deleting Links

To delete a link from a report or document in the folder list:

Locate the report or document from which you want to delete a link.
Right click on the object and choose Edit Links from the menu. This displays the Link Editor.
For a document, select a grid from the Source Grids drop-down list. For a report, go to step 4.
Select the link you want to delete in the Targets box.
Click the Delete icon. This deletes the link.

To delete a link from a report or document after execution:

Run the report or document.
Click the Edit Links icon, or choose Edit Links from the Data menu. This displays the Link Editor.
For a document, select a grid from the Source Grids drop-down list. For a report, go to step 4.
Select the link you want to delete in the Targets box.
Click the Delete icon. This deletes the link.