People Inc. FAQ

Advanced Report Features – Adding a drop down list to an Auto-Search item

The built in People Inc. report writer tool has a wide range of advanced report features to enable users to get more from their reports. A good example of this is how to convert the field box on a Search item on the Auto-Search screen into a drop down list.

This is really useful as many users will have experienced when searching for something within the auto-search you have to be exact or no results are displayed. This really becomes a problem when searching for something such as a specific course title for example, where the title can be quite long.

To explain how to set this up we have created a simple report which shows a phone list by department which uses an Auto-Search on Department.

The first step is to set up the report as usual, choosing the following options:

  • Screen = Employees
  • Fields = Current Department, Full Name and Home Telephone
  • Search = Current Department = (Leave open and choose auto-search option)
  • Sort = Current Department, Surname then Firstname

Once this is done and the layout has been designed, we can now add our drop down list to the Department Auto-search.

On the Data Screen:

  1. File>New
  2. SCREEN = Employees
  3. FIELD (what will appear in list) = Current Department
  4. GROUP = Current Department
  5. SORT = Current Department
  6. Enter the name of the query ending with the word PICKLIST- I.e. Department_Picklist
  7. Click OK

On the Design Tab, In the Report Tree:

  1. Right Click on Parameters and choose NEW
  2. Enter a name (Department_Picklist)
  3. Under Properties > User Interface
  4. Data Pipeline (in this case Department_Picklist
  5. Name Field = Current Department
  6. Value Field = Current Department

Click back onto the Data Tab and on Search Tab locate the Current Department Search and in the Parameters drop down, choose the new parameter you set up previously

Save then double click on the report to run it and click on the Current Department field to see the drop down list.

NOTE: This feature is only available in People Inc. 3.5

Using the Auto-Search function in reports makes them much easier to use for day to day users and is simple to set up.

agathonhr

  • Implementation Difficulty 45%
  • Benefit 85%
  • Set up Time/Costs 30%
  • Ease of use 40%

New Feature Rating

Our ratings show how easy it is to implement this new feature and how the benefits outweigh the time and costs for implementing it.

Note: Features with a Difficulty rating of over 50% will need to be set up by one of our developers.

New Feature Rating

Our ratings show how easy it is to implement this new feature and how the benefits outweigh the time and costs for implementing it.

Note: Features with a Difficulty rating of over 50% will need to be set up by one of our developers.