How to 'roll up' (concatenate or otherwise) multiple values into a single string in Mongoose reports

Emma Sommons

Hello! Need to add a roll-up of order #'s to a shipping document in our CSI (cloud-based) Syteline instance. The document is a Mongoose form report and it currently just pulls the first order number from the first item in the shipment, when what I actually want to do is pull all distinct order #'s from the items in the shipment and plop them into a string to spit out on the shipping docs.

I have the items themselves as an available collection, so it's really just the finesse/technique of how to 'properly' do this that I'm missing Big Time.

I came from an on-prem system that utilized a Crystal-Reporting style reports tool + as much SQL as I wanted to write til the cows came home, so I am occasionally struggling hardcore to get the cloud + Mongoose nature of form reports to do what I need it to do.

Any insight very valued, thanks for your time :)!

Mary Green

It likely could be a code change.

You would have to look at the Form Report in the Design mode in CSI.

Then Details in the bottom center, and then the Collections tab.

 

On the Collections tab if you click on the collection, on the right pane of the collection you should be able to see the method associated (code) behind the report, and then work with the Services group to make a code change either as an EXTGEN of the Sp, or in C# as an extension class method if the report has been converted to C#.

 Your customer account manager of the customer can put them in touch with services, if needed.