goldmine 5 and crystal 7 woes....

[fenris]

I am trying to create reports for GM 5 using crystal 7. I can get reports to work as long as the fields are from the same database. The problems start when I try to incorporate information from the other databases like contact1 or conthist. The report fails.

I am at a loss and am wondering if anybody could share a simple example of how to get a report to work with multiple fields from different databases.

Or if an explanation of the steps involved would be appreciated.....


Thanks...

Troy Williams B.Eng.
fenris@hotmail.com

 

[kenhamady]

For example, if you want to link Contact1 to ContHist, you have to link one table to another based on the Accountno field (and only AccountNo). There should be a colored tab on this field in both tables to facilitate the link. I assume that your Goldmine is using DBF files. Ken Hamady

http://www.kenhamady.com/

Crystal Reports Training/Consulting and a
Quick Reference Guide to VB/Crystal (including ADO)

 

[fenris]

Thank you very much for the response, that seemed to do the trick. From your idea I should be able to complet my task...

Thanks again....

Troy Williams B.Eng.
fenris@hotmail.com

 

[fenris]

Well it seems to be working. I have run into another problem. I have a details section setup to display the influencers for a particular opportunity. I can't seem to get crystal to display more then one influencer when I know there are more. I think the problem might be in the way I setup the selection formula.

{OpMgr.ACCOUNTNO} = {Contact1.ACCOUNTNO} //the offending line(?)

I have the fields linked and it pulls up all the information about this particular influencer. I am not sure what is going on.


Here is the complete listing of the formula in the selection expert:

{OpMgr.USERID} = {?UserName} and
({OpMgr.CYCLE} = "Tank" or
{OpMgr.CYCLE} = "Tank, Cover" or
{OpMgr.CYCLE} = "Cover&quot and
{OpMgr.ACCOUNTNO} = {Contact1.ACCOUNTNO}

{?UserName} - is a user inputed name based on the UserID

Any suggestions or comments are greatly appreciated. I also seem to be having a problem getting the "role" of the influencer (OpMgr.Status). In GM I could use something like this ".if.left(opmgr->rectype,2)="OC".then.opmgr->status" to retrieve the correct record. Any ideas on this one?





Troy Williams B.Eng.
fenris@hotmail.com

 

[dcm]

fenris: I assume you've linked OpMgr to Contact1 already so you should drop the line you've earmarked as offending. The join relationship between the tables will automatically be a 'scan' so if you have more than one record for a contact for example they will all be returned. However, if you are using multiple fields to join say AccountNo AND ContactName then this will act as its own select and restrict records to only those that match both criteria.

As for your 2nd question the Crystal equivalent is surprisingly similar:

If Left({opmgr->rectype},2)="OC" then {opmgr->status} David C. Monks
david.monks@chase-international.com

http://www.chase-international.com

Accredited Seagate Enterprise Partner

 

[fenris]

Thanks for the help, I really appreciate it....

Troy Williams B.Eng.
fenris@hotmail.com

 

[fenris]

DCM,
I am still having a problem with crystal not printing all the contacts from the influencers section of the opportunity manager. I am not sure what to look for or which settings to change. Any advice on commom novice errors would be appreciated.

Also, is there a way to attach a selection formula to a particular field in a way that is similar to goldmine.




Troy Williams B.Eng.
fenris@hotmail.com

 

[kenhamady]

The formula has to include the fields, so I am not sure what you mean by "attaching".

What tables/fields are involved in storing the influencer and their role? Ken Hamady

http://www.kenhamady.com/

Crystal Reports Training/Consulting and a
Quick Reference Guide to VB/Crystal (including ADO)