eB Layout Editor - Include Document Copy column in Documents Held relationship on Person Object

Question

Hello, 
 I'd like to add a new column, or replace an existing column, on the Documents Held relationship for Person objects in eB Web. I want to display the Copy distributed. Currently we display prefix, middle, revision, name, date acknowledged, transmittal number, and Class name.

What Data Type and Element must I enter, if this is possible? I tried Data Type: xs:string, Element: copy and Invalid Type for the dropdown selection.

Thanks for any and all help!

Manav · Accepted Answer

Hi Patrick, You can replace or Add another section to the grid, only if the required information is retrived for the relationship section from database. Element/Datatype depends on the control it was using on what version or even custom controls. You need to enable SQL tracing on database server and capture what all information retrived for the relationship section, then you can modify the layout editor to have additional information on the grid. That would be easier to see the call, when we get information passed to DB server.

NT · Answer

Hello Patrick, 
 
You can display the copy distributed by creating a contextual report using script below. 
 
START WITH Transmittal 
SELECT 
 LineItems.Document.Code Number, 
 LineItems.Document.Middle Middle, 
 LineItems.Document.Revision Rev, 
 LineItems.DateAcknowledged DateAck, 
 Code TransmittalNo, 
 LineItems.PreferedCopyCode CopyNo 
WHERE 
 ApprovalStatus = 'A' 
 AND LineItems.IssuedTo.Id = @id 
ORDER BY 
 LineItems.Document.Code 
 
Contextual report feature is available on eB v 15.5 and +. 
 
Regards, 
NT

Patrick Doran · Answer

NT, thanks for the idea. Unfortunately we are on 15.4.1. Is there any reading material on creating a contextual report in 15.5?

NT · Answer

Hi Patrick, 
 
Additional information regarding contextual reports is attached in link below. 
 
 communities.bentley.com/.../270800 
 
Regards, 
NT

Carma De Villiers · Answer

Hi Patrick, 
 
Has this issue been resolved? If so, could you please close the issue by selecting "This helped me" and "Verify Answer". If not, please let me know so I can follow up on this issue. 
 
Thanks 
 
Carma

Thomas Schoenbeck · Answer

Hi Carma, 
We can consider this closed for now. We will retest whenever we upgrade to v16 as we are still on v15.4.1.325 and if we have issues we will open new request. 
Thanks, 
Tom