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If Any One Record Matches, Send All

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Welcome to week #20 of the KnowledgeSync Educational Bulletin for Business Partners and clients who are using KnowledgeSync.

This week's question:

This may be a tough one. I'm using KnowledgeSync to send out shipment confirmations, but I want to send out a confirmation only if at least one order detail line has been shipped. How do I tell KnowledgeSync to include all line items if any one line item meets the query's criteria?

Answer:

That is a good one! By default, if a record - such as a line item - does not meet a query's criteria, that record will not be included in the alert. But there is a way to handle this:

1) Create a Crystal Report whose output is the shipment confirmation. The report should have a single "parameter" (selection criteria) and that would be on the order number.

2) Create a KnowledgeSync query; the only table you're going to need is the order line item table (unless you need to filter on values from other tables).

3) Your query will have 2 columns; the first column will be the "unique" field from the order line table and the second column will be the order number. For the unique field, change the Column Type to "Count".

4) Go to the Filters tab and put in all the filters you need.

5) Go to the Sub Filters tab and add the "count" field as the sub filter. Choose an operator of "greater than or equal to" and a compare value of '1' (without quotes).

This query will "count" the number of line items on any given order that meet your shipping criteria. If an order contains at least one item that meets the criteria, a single record is added to the result set -- and that record shows the order number.

6) Go into your event and go to the Reports tab. Add the report that you created in step #1. At the bottom of the Reports tab, the report parameter (e.g., "enter order number") appears. In the "Answer" field, choose the query field that contains the order number.

Here's how the event works:

The query runs and generates a list of all orders that have at least one detail line that meets your criteria. (E.g., 3 orders) The event takes over. The first order number is passed into your Crystal Report, the shipment confirmation is generated, and is delivered to the client. KnowledgeSync then repeats that process for matching orders 2 and 3.

If you have questions about using KnowledgeSync to request and receive reports, please contact either Don Farber at farber@vineyardsoft.com or KnowledgeSync support at:

http://www.vineyardsoft.com/html/email_support.html

Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com


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