How You Add Reports and Relationship Items to Custom Workspaces and Scripts

When you add the report control to the design space, you need to select the report you want it to display.

Reports used on workspaces and scripts may include runtime selectable filters and variables. However, with the exception of the reports used for search reports, these will not be available when the reports are viewed on workspaces or scripts.

By default, reports you add to workspaces do not run when you open the workspaces to create new records, since the records do not yet include data that can be filtered on. However, you can force reports to run for new records from the Report Behavior button on the Design tab.

You can also select reports for relationship items to show information related to the record you are viewing. For example, the Contacts relationship item shows information about the contact related to an incident you are viewing. These relationship items are configured to use certain reports by default, but you can select different reports to use on your workspace if you want.

Note: If the same object is added as a child in multiple relationships to the same parent (for example, if the contacts object is specified as the child of the incidents object in two relationships), the workspace designer ribbon will still contain only one view item for the object. However, because new view reports are automatically created for each child relationship you define, when you add the view item to a workspace, you will be prompted to select which report to use. See Overview of Custom Objects.

Reports used on report controls or relationship items automatically attempt to filter on the record being edited to display information related to the record. Therefore, these reports should contain at least one filter for the primary identification types for the kind of workspace or script you are using. For example, reports used in incident workspaces should filter on incident (i_id), contact (c_id), or organization (org_id).