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Using WebReports UDFs as Filter Criteria in VDM

Garrick Guillory
Updated

WebReports UDFs can be used as filter criteria in VDM when VDM is connected to a WebReports connection profile. This allows a View to use values associated with the connected WebReports profile instead of relying on hardcoded filter values.

Before You Begin

Before using WebReports UDFs as filter criteria:

  • VDM must be connected to a valid WebReports connection profile.
  • The Defined Fields option is only visible when VDM is connected to a WebReports profile.
  • The Defined Fields displayed in VDM are based on the UDF values available through the currently connected WebReports profile.
  • The required UDFs must already be configured in WebReports.

If VDM is connected to a standard database profile instead of a WebReports profile, the Defined Fields option will not appear.

Open or Create a View

  1. Open VDM.
  2. Select the appropriate WebReports connection profile.
  3. Open an existing View or create a new View.

Open FSGS

Open FSGS from the Query Builder.

Use FSGS to create the filter condition where the WebReports UDF will be used.

Select the Field to Filter

Select the database field you want to use as the filter criteria.

Configure the comparison operator required for the filter.

For example, you may want to compare a database field to a value stored in a WebReports UDF.

Select the WebReports UDF

  1. Open the Value drop-down for the filter.
  2. Expand Defined Fields.
  3. Select the UDF you want to use.

The available Defined Fields are populated from the UDFs associated with the currently connected WebReports profile.

Note: The Defined Fields section is only displayed when a WebReports connection profile is active.

Run the View

After selecting the UDF:

  1. Complete any remaining filter settings.
  2. Click Run View.
  3. Review the results.

VDM uses the value associated with the selected WebReports UDF when applying the filter.

Because UDF values can vary between WebReports users or profiles, the same View can return different results depending on the values associated with the connected WebReports profile.

Example

A WebReports UDF could contain a value such as a department, region, collector, or another user-specific identifier.

Instead of creating separate Views with hardcoded values, a single View can use the UDF as filter criteria and dynamically apply the appropriate value.

Troubleshooting

If Defined Fields does not appear in the Value menu:

  • Verify that VDM is connected to a WebReports connection profile.
  • Verify that the required UDFs are configured in WebReports.
  • Confirm that the UDFs are available through the connected WebReports profile.

If the View does not return the expected results, verify that the UDF value matches the data expected by the filter.

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