Filtering Child Reports on Another Page

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Filtering Child Reports on Another Page

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This flow gives an example of setting up an entity action that navigates to and filters child reports on different pages.

In this example two entity data structures are used: Example Entity Structure and Document Details Entity. A report and page have been set up for each respectively, with Example Entity Structure being the parent and Document Details Entity being the child. An entity action is then set in place on the parent using only an end form session step set to open URL. In plain text the URL syntax is as follows:

(Child Reports Dashboard URL)&(Child Filter Name).Value=(Field to Filter By)

On entity action, the parent will navigate to and filter the child.