Adding text to the top of a List report

Edit: submitted as an Enhancement Request, #108284. If this would benefit you, too, please endorse it.

Hello,

Has anyone been able to add a textbox to the top of a List, something like the second image below?

We have a number of complicated reports that are used for very specific purposes, but we spend a lot of time explaining these outside of the system. In the case above, we present users with two different tabbed Lists: one showing all resources who are currently terminated and a second showing all Term actions to account for people who may have termed multiple times over the years. We want to be able to explain this to users without them needing to look up explanation emails from us or refer to guides that speak to the difference.

We're trying to find a way to add a text box/Description field to the top of a list that allows us to type some information in so that it's right in front of the user when they're reviewing the list. I've tried doing this both on a single list directly as well as combinations of Panels/Pages but I haven't found any way to do it. We can certainly add text boxes to Forms and such but, on a List or tabbed Page, we haven't had any luck.

Thanks for reading,

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Heidi Anderson

Hi - what a great suggestion! I would endorse an ER on behalf of St. Luke's Health System if you create one. You could also post to the Infor Landmark Embedded Reporting Focus Group for more visibility.

Rachel Lake

I'd absolutely endorse an ER as well!

michael-anastasia

Thanks Heidi and Rachel, submitted as Enhancement Request #108284. If this would benefit you, too, please endorse it.

Dr. Awesome

Are you thinking this is more for "Reports" or like any list anywhere you might want some text above it? And when I say "Reports" I mean anything that you could access from the Report Catalog (delivered or customer created). Thanks.

Heidi Anderson

Great question -- we have had a similar request for more hover-over text or on-page consistent text, so if it could be expanded to more pages, that would be great.

michael-anastasia

Hello,

We restrict which users can Personalize but most of our users can use CreateReport under Export To CSV. It's complicated for non-IT folks to figure out what they're doing but it does work; I think adding a description box there that would similarly translate to a text box at the top of that user's report would be cool, but I'm mostly referring to LPL-drive Lists that we set up via Configuration Console. We wouldn't want the exported CSV/Excel file to display the text; just looking for a way to display it so users know what they're looking at.

We've tried adding shorthand explanations to the List's title but it never looks good. I've similarly tried grouping the display fields with something like this:

Which ends up looking like this:

And this is better than nothing, but then exporting it causes every column to start with all of that text. A1, in other words, contains all of the text starting with "This is a list of CARES" and simply ends with " - Req Number". B1 then similarly has all of that text so it's extra work deleting all of if so the column headers make sense.

What we're looking for is something more like this:

And then that Description to display above the List within GHR:

Whether this would be achieved with an untranslatable quote directly on the LPL or with a field we could value like ConfigEntity.UserList.Description, if we can make lists like WorkAssignment.WorkAssignments which display a second list beneath them if the selected user has direct reports, I'd think there'd be a way to add a text box above them, too. Thanks for reading!

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