05-02-2022 10:51 AM
I have a customer that created a Unity Form that has a section that contains several check boxes (example Services Requested shown below). After this form has been completed by their clients, they want to generate a report that will give them a count for each Service Requested. These check boxes are not keywords. Can a report be generated using the Reporting Dashboard module?
05-02-2022 12:15 PM
Most common solution is to use the API to access the XML files OR use Workflow and Workflow Properties.
Similar Thread:
Accessing data in Unity Forms (hyland.com)
If it was my solution I would probably explore Workflow, using an OnSaveForm system event.
It would be a loop for each (yes, all 20+) checkbox on the form:
After that I would likely copy the value of propTotal back to a keyword on my form so it becomes searchable and reportable.
05-02-2022 02:53 PM
To report on specific check boxes across forms, you would really need each item to be a keyword. Or use one keyword that can store a coded value that contains the values of all the checkboxes (and then use bitwise SQL or something similar to extract the value of a given checkbox). Otherwise (and what I am planning for a similar form) you could create a WorkView object to capture all the data and then use a Filter to expose the data to Reporting Dashboards. (Might be overkill for the Unity Form, but in my case, the Unity Form will just be the data entry form to WorkView, and the real work will be in the WorkView items.)
05-03-2022 07:59 AM
I like both
05-03-2022 09:26 AM
You are correct. The customer does not have WorkView.
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