Smart Elements Tab

The Smart Elements tab of the Report Setup window allows you to define numerous smart elements for your report.

If the Smart Elements tab is not displayed, you are a member of an access group that does not have access to this feature.

The default Smart Settings sub-tab provides a control to turn smart mode on or off. This setting affects the availability of smart actions, smart search, and smart buttons, but does not affect settings defined for the smart pane or smart email.

• To enable smart elements that have been defined, set the Smart Mode control to On or On - Hide Smart Mode button. If set to On, smart actions and buttons will be enabled and the Smart icon displays, in the event the user wants to turn the feature off. If set to On - Hide Smart Mode button, the smart feature will automatically be enabled on the Report Preview window, but there will be no Smart icon displayed.

• To disable smart elements in the Report Preview window, set the Smart Mode control to Off or Off - Hide Smart Mode button. If set to Off, smart actions and buttons will be disabled, but the Smart icon displays in the event the user wants to turn the feature on. If set to Off- Hide Smart Mode button, the smart feature will be disabled on the Report Preview window, and there will be no Smart icon available to turn it on.

Define smart elements for a report:

1. Set smart mode on or off using the setting available on the Smart Settings sub tab (see above).

2. Use the Smart Pane sub-tab to enable and define dynamic filtering features that will be available in the Report Preview window.

3. Use the Smart Search sub-tab to define dynamic search capabilities that can be available in the Report Preview window.

4. Use the Smart Actions sub-tab to define the smart actions available for the report, including pop-ups (Report and WorkCenter) and field / column editing.

5. Use the Smart buttons sub-tab to define smart buttons available in the report, such as a button to Save changes made to a record, or buttons to Issue or Complete a transaction like a work order.

6. Use the Smart Email sub-tab to enable the use of smart elements on reports distributed through an email.

7. When you are finished specifying options on the Smart Elements tab, you can proceed to set other options using available tabs in the Report Setup window.

8. Click the Apply button.

   Your changes are saved. The Report Preview window opens. If you accessed the Report Setup window from the Report List, you are returned to the Report List.