Change List used in Create Report

Is it possible to change the list being used in a report once created? I tried to change it in the UserFolder and it allowed me to select a new one but when I try to save it I get an error message.

We are trying to find a list that we can use that does not allow any actions to be performed from the report results or allow a drill down to the resource record (or anywhere else). So we were trying to just change the list being used rather than have to recreate the report multiple times to test out the different lists.

We cannot find any documentation that shows what actions or drills are associated with a list? How do you know which list to use when you create a new report?

Thank you

Syl

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andy

You likely can modify the LPL on the User Folder in Config Console to restrict actions; e.g. add "disable all actions" directive, etc.

Configuration Console > Developer Console > Reports > Update Report > Edit LPL tab

Sylvie Vincenti

Hi Andy, I think they did disable all on one of the reports we created, but then that also took away the ability to print/export the report. We have looked at different lists and some already seem to be restricted so hoping to find one users can use so we don't need to go to IT for every report we create to restrict the actions. Only our IT has access to update the LPL. Trying to find a way to update the list used on a report so we can test some out without the need to create a new report to test out a list and the actions it allows. Do you know if you can update the list being used on a report already created?

michael-anastasia

You mentioned you've tried via the UserReport business class but have you tried UserList? That allows you to search for the list you want to edit and change the LPL of just that single report/personalization without changing the base LPL of the whole list.

Whether you're doing it through Config Console or this, though, what you're looking to do is add text like this for each action you want to disable:

AppraisalFormsList is a List
  title is "Forms"
  Display Fields
      AppraisalForm
          label is "Form"
      Description
etc
restrict action UpdateUplineApprovalRouting

The bolded line is what you'll want to add for each action you're seeing on the three-dot/drill options. So if you're seeing buttons for Update, Open, etc. and you don't want the users of that list to be able to use those buttons, you'd add a line for each one restricting the action. Sometimes it's as simple as "restrict action Open" but other times it won't be as straightforward. Infor displays those actions with a label but the LPL requires them to be restricted with their 'real name' and you'd need to check the business class LPL for that. Look under 'Actions' and you can usually find it. For example, the one I used above was UpdateUplineApprovalRouting. That's the 'real name' but the button that was being disabled just said "Update Approval" so you have to look around a bit to find the specific one you're looking to remove.

You can also make these buttons conditionally visible if you want some users to see them but not others. This can be done for simple displaying fields on forms, too, so it's a useful FYI to keep in the bank:

restrict action UpdateUplineApprovalRating
valid when ActorRole.Role != "Admin_ST"

etc.

That said, it's more efficient to do this via the LPL even if that's annoying from an organizational standpoint. Say this one list was personalized by 6 different people and used to crate 3 separate CreateReports. You'd find all 9 of those on the UserList business class and need to edit each one to have the desired effect. It's ultimately easier to just do it on the master version of the LPL.

Sylvie Vincenti

Thank you. I know our IT area does update LPL. I will make sure they get this information to see if there is something they were not aware of.

My Original question was how to change the list used on a report. Ex. I create Rpt1 using List_A. I want to see what the report looks like if I switch it to use List_B without the need to create the report again in order to select a different list. It allows me to select a new List Name but I get an error when I try to save it. Can you not change the List being used on the report? And if not, why does it allow you to select another one in the UserFolder business class? Thanks

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