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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > About Specifying Filters for Embedded Reports and Dashboards

About Specifying Filters for Embedded Reports and Dashboards

You can embed reports and dashboards in custom Web applet and Web tabs. You can also configure Web link fields to open reports and dashboards.

When you create a custom Web applet, Web tab, or Web link of the Report or Dashboard type, you can specify filters that will be applied at run time. For a dashboard, the filters that you specify apply to all of the reports in the dashboard. You can specify a maximum of six filters for a report or dashboard.

NOTE: The columns that you specify in the filters must be included in the report, and the filter on the columns must be set to "is prompted". Otherwise, the filter that you specify in the Web applet, Web tab, or Web link will not be applied when the report is run.

P0 Parameter

In the P0 parameter, at the start of the parameter string, you specify the number of filters that you want to set up. The valid values for the P0 parameter are 1 through 6. The P0 parameter can be used only once in the parameter string.

Filter Parameters

Each filter uses three parameters: operator, column, and value, and the parameters must be specified in that order. You specify the first filter in parameters P1-P3, and the subsequent filters in sets of three parameters, namely P4-P6, P7-P9, P10-P12, P13-P15, and P16-P18. You must use an ampersand (&) to separate the parameters. Each parameter can be used only once in the parameter string.

Syntax

For a single filter, the syntax is as follows:

P0=1&P1=operator&P2=column&P3=value

To specify additional filters, you add parameters P4-P6, P7-P9, and so on, and increase the value of the P0 parameter to match the number of filters that you add. So, for two filters, the syntax is as follows:

P0=2&P1=operator&P2=column&P3=value&P4=operator&P5=column&P6=value

The following sections describe the operator, column, and value parameters that make up a filter.

Operator

The operator is specified in the first of the three parameters for a filter. The following table lists the operators that you can use.

Column

The column that is to be filtered is specified in the second of the three parameters for a filter. When specifying the column, note the following points:

• You must specify the table name and the column name, separated by a period (.) as shown in the following example, where the Name field from the Account table is specified:

  Account.Name

• If the table name or the column name contains a space, then you must enclose the name in double quotation marks, as shown in the following example:

  "Activity Metrics"."# of Activities"

• You must use the original column names, and not the display names.

Value

The value is specified in the third of the three parameters for a filter. You can specify a value directly, or you can specify a field as a parameter, as follows:

• To include a user or system field in a filter parameter, place your cursor in the Parameters field at the position where you want to add the parameter, and then select the field that you want to include from the User and System Fields list.

  For information about the user and system fields that you can use in the parameters, see User and System Fields.

• (Web applets for record-type Detail pages only, and Web links) To include a field from the record type in a filter parameter, place your cursor in the Parameters field at the position where you want to add the field, and then select the field from the record type Fields list, where record type is the name of the record type for which you are creating the applet.

For example, if you select the Row Id field from the record type Fields list, then %%%Row_Id%%% is inserted. At run time, %%%Row_Id%%% is replaced with the row ID of the current record.

NOTE: The URL for a report or dashboard is generated at run time. The length of the URL for the report or dashboard varies, depending on the values that are passed to the URL for the report filters at run time. Each browser has a maximum URL length. If the URL for a report or dashboard exceeds this length, then users might see indeterminate behavior on the browser when they attempt to view that report or dashboard.