IBM Enterprise Records, Version 5.1.+            

Modifying report definition specific criteria

You can modify report definition specific criteria that determines user fields.

The report definition specific criteria determines the fields that the user selects or enters to generate a report. Specific report criteria include:

To modify specific criteria:

  1. Open the reportDefinition.xml file located in the configuration folder for IBM® Enterprise Records. The default location is ier_install_path\Config.
  2. Under <List key="reportDefinitions">, find <object key="reportDefinition"> for the report that you want to modify.
  3. Under <object key="reportDefinition">, locate <list key="properties">.
  4. Under the properties list key, add the symbolic name setting key, as needed for each of the report criteria. If you created any new criteria, add the symbolic name setting keys for the new criteria here as well. See Creating new report criteria.
    • Follow each symbolic name setting key with this tag: <setting key="required"> 0 or 1 </setting>, to indicate whether a value is required. 0 indicates that the user is not required to make a selection or enter a value, while 1 indicates that the user is required to do so.
    • Enclose each pair of symbolic names and required setting keys in this tag: <object key="property"> </object>.

For example:

<object key="property">   
		<setting key="symbolicname">symbolic name</setting>   
		<setting key="required">1</setting> </object>

where symbolic name is new criteria you created, or any of the following setting keys:

  • fileplan_browse - Instructs IBM Enterprise Records to allow the user to browse to a location in the file plan object store.
  • ros_browse - Instructs IBM Enterprise Records to allow the user to browse to a location in the records object store.
  • start_date - The start date of the report criteria.
  • end_date - The end date of the report criteria.
  • application_type - The type of record to use as criteria, such as PDF, DOC, XLS, and others.
  • security_category - The security marking, such as classified, secret, confidential, and others, depending on the data model.
  • review_decision - The decision of a review, including Approve or Reject.
  • action - The action upon an entity, such as open or close.
  • disposal_schedule - The disposition schedule associated with an entity.
  • disposal_action - The disposal action upon an entity, such as transfer, review, interim transfer, or destroy.
  • report_type - Instructs IBM Enterprise Records to display the Summary or Detailed radio buttons.
  • disposal_trigger - The event that triggers disposition of an entity, such as a date, the closing of a container, or an external event.


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Last updated: August 2011
modify_specific_criteria.htm

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