Excel Reports in Freedom UI

Did not know there was a Freedom UI update, thanks for letting us know ! :)

Now just need to get it to work

;-)

Wow, this update looks fantastic. It also mentions "Added a business process element."

Going to install and see if I can tell how to add to a Freedom UI page. If I find anything I'll post back here.

Ryan

Luis, 

It's all already built into the section page template. I added a Section Report for accounts, and it automatically shows the reports menu in the accounts section. I didn't have to do anything extra. 

Make sure your section list page inherits from ListFreedomTemplate and your form page inherits from BasePageFreedomTemplate.

Ryan

And while on the topic, it does in fact allow you to generate a report in a process, even attach to emails just like process file. 

It only allows this for custom reports (not section or edit page) and it needs the new "allow in process" checkbox checked for the report. Also, found out after taking the screenshot, you don't need to add the "xslx" in the file name, it adds that for you.

So glad Luis posted this, I had no idea about this update.

Ryan

Ryan Farley,

I tried to do it in the accounts list and form page and it works, thanks for the test.

I couldn't get it to work on my custom section.

I'll need to explore a bit more to see what I'm missing, I'll test your tips.

Luis

Luis Tinoco Azevedo,

It's possible that your custom section doesn't inherit from the same base page types? Make sure your section list page inherits from ListFreedomTemplate and your form page inherits from BasePageFreedomTemplate. I think some of the earlier Freedom sections had a different base page type iirc. 

Also, the code for this in those base page types is extremely simple/minimal. If you're using a different base page type, you could look at those in the package and duplicate in your page. 

(Although I didn't test with a custom section, so maybe there are issues with those)

Ryan