Hello all,
I have been struggling with the implementation for an app that I am working on and I would appreciate the assistance of the community.
Brief Overview:
The app is a Quote calculator/display page for on-site service sale.
The sales agent will fill in necessary data to the Form, which is then stored in the Report, and since the customer will be present during this procedure, a Page is necessary to then access the data from the form submission and use that data for some calculations, etc.
Further, I would like to implement two use cases for the sales agent:
1) Select only one report, and display this data to the customer
2) Select two or more reports, and cross-compare the data together to assist the customer in selecting the package
My current obstacle:
I have so far successfully been able to:
Implement the form input
Imbed the "reports" function inside the Page so the sales agent can select which reports to work with
But, I can not figure out how to pass variable data from the Reports object and the Page object.
In my use case, I would like the sales agent to be able to select which reports are relevant to display. This is easily done by imbedding the report onto the sales page, as pictured below:
I am able to see the four reports inside the Reports object, and have chosen to display the Report ID and some other variable. I can select the reports, edit them, etc.
But the complexity comes on how to access this data from Page, and also how to pass the data back to Page.
Discussion:
Based on my research, it seems like the key to the solution is to use page variables. I have seen some solutions online where the user inputs some data manually into a form field, and that data is then used as a page variable to display things on Page.
This doesn't work for me, because I need the user to select report objects from the imbedded form.
My initial thought was that I would create a custom button and add it to the report options menu, and that custom button would be able to identify which reports are selected and identify the report ID.
If I can pass the report ID back to Page as a page variable, I may be able to use the page variable to individually access the reports by searching by the reportID and hopefully be able to display the data that I need.
I am unsure if this is possible or if it would work as intended.
Does anyone have any advice on a solution?
Thank you