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Article: NAV217    Converting a standard Quote report to work with MS Word insert option     
Summary:

If you have put a lot of work into customising the standard Quick Quote report you may was to port this to the option for inserting a report into Word. However, to do so requires a little more work than just saving your report to the Template folder with the appropriate name for your Word / HireTrack menu configuration; you also need to change the alias name of the master table in the report:

  1. Save your standard Quote Quote report to your TEMPLATE folder using a file name that is appropriate for your Word menu configuration, or use a new file name and re-configure your Word menu entry in Eclipse.
  2. From the Database menu choose Set Alias. You need to change the alias of the master table in the report. If you are working on the Quick Quote (all equipment lists on the Job) then this table will be Jobs.db; if your are working on the Quick List Quote, hen this table will be Eqlists.db. In the dialog, select the appropriate table and click the Set Alias button. Type in Filter as the new alias name and OK all windows. This should be all you need to do (CR should convert the references everywhere) but there may be some references to {Jobs} in formulas which are still there so run the report to test for any errors. If there are any then it will be only a matter of replacing the word Jobs (or Eqlists) with Filter
    
Last Updated:23 November 2004 - 09:51    


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