If Any One Record Matches, Send
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
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
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
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 firstname.lastname@example.org or KnowledgeSync
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