How to connect reports based on assignment ID?

taylor

I am generating a data structure based off of the input from an assigned form. How can I create a parent report that shows all of the assigned forms with a child report of the data structure created from the form's input?

Kathryn_Decisions

Hi there,

For this you will want to use a Form Assignment Handler flow that runs when the Show Form step is run. You can find this in the Show Form properties under "On Step Run," then it will let you pick what kind of flow you would like and you will need to find the Form Assignment Handler flow. In that flow, we have a step to create a new entity which you will be able to build from form data and you will want to pass in the Form_AssignmentId as the ID of the entity. This is how the assignment and the entity will be connected in the reports.

Then we set up the parent report with the Assignment Data Source. The Assignment ID field will need to sent as a Filter Change Source Name "Id Equals". Then the source for our child report is the entity we made with the Id Equals filter with the runtime behavior "Get Values from Other Report". The Filter Change Source Name from the parent report will need to match the filter name in the child report exactly. You will be able to add the fields that were filled out in the form as long as they were passed into the entity in the Form Assignment Handler flow. 

Lastly, we were able to make a page with report viewers to view our reports next to each other.