topic Vault Transmittal Report how to display Custom Object UDPs in Vault Customization Forum

Vault Transmittal Report how to display Custom Object UDPs

dmorse — Tue, 30 Apr 2024 04:05:34 GMT

I've created a custom object titled Transmittal, and I've got several UDPs I've created that I have assigned to the Transmittal custom object. Then, I have a customized Transmittal that has the properties I created, as data in the report. I would like to have the customized report populated with the UDP data as it is filled out in the properties in vault. I can't seem to get them to populate, while properties that are assigned and mapped to file properties do populate. What am I missing on how to get these to populate?

Thanks!

Re: Vault Transmittal Report how to display Custom Object UDPs

ihayesjr — Mon, 17 Jun 2024 12:29:52 GMT

@dmorse

That row in the report is based on the information in the file, not a Custom Object linked to the file.

Your row must be about the custom object.

Re: Vault Transmittal Report how to display Custom Object UDPs

christian_gessner — Mon, 17 Jun 2024 13:01:09 GMT

@dmorse & @ihayesjr

Here is an example of a custom job that generates RDLC reports: https://github.com/coolOrangeLabs/sample-workflows/tree/main/Automation/Create%20Time-Triggered%20Reports

It's based on COOLORANGE powerJobs and customizable via PowerShell scripting, which means you could extend the generation of the report data to also read UDPs from linked Custom Objects. The function GetReportDataSet and your RDLC file would need to be extended.

Dave, drop me an email in case you need assistance on how to extend the job to read linked Custom Object properties.

Thanks,

Christian

Re: Vault Transmittal Report how to display Custom Object UDPs

dmorse — Mon, 17 Jun 2024 14:00:28 GMT

Thank you, Christian. I will look over the content you shared and get with you if needed. Really appreciate it.