Personalization with DRSs

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Crystal Reports Online Help
Personalization with DRSs
For personalized publications, you can create columns that contain the values used for personalization. On a per document basis, for each document field that will be filtered on to achieve personalization, the publisher can specify which column from the dynamic recipient provides the data value for that field.
Each report can have zero to multiple fields to personalize on, and it is possible that multiple report fields are personalized by the same column from the DRS.
Note: The columns that contain user ID, email address, and full name may also be used for personalization.
Personalizing with multiple columns
When a report is personalized with multiple columns, the combination of the values across the columns is used, as illustrated in the example below.
Rowset:
Recipient ID Region Role
RCPT123 California Manager
RCPT123 Florida Team Lead
RCPT123 Florida Manager

Column mapping:
Report field : Region <–> Region column
Report field : Role <–> Role column
The following is the resulting filter to personalize the document for recipient RCPT123:
(State = ‘California’ and Role = ‘Manager’) or (State = ‘Florida’ and Role = ‘Team Lead’) or (State = ‘Florida’ and Role =’Manager’)
Personalizing multiple reports
When a publication contains multiple reports, column mapping for personalization is specified individually for each report. Across the reports, they may link to the same or different columns, as illustrated in the example below.
Rowset:
Recipient ID Region Role CostCenter
RCPT123 California Manager 9876
RCPT123 Florida Team Lead 9876
RCPT123 Florida Manager 9876

Column mapping:
Report A: Report field : Dept <–> CostCenter column
Report B: Report field : Title <–> Role column
Report C: Report field : Region <–> Region column and Role <–> Role column
The following are the resulting filters for each report:
Report A: Dept = 9876
Report B: Title = ‘Manager’ or Title = ‘Team Lead’
Report C: (Region = ‘California’ and Role = ‘Manager’) or (Region = ‘Florida’ and Role =’Manager’) or (Region = ‘Florida’ and Role = ‘Team Lead’)
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Rapporti Crystal Online Għajnuna
Personalizzazzjoni ma DRSs
Għall-pubblikazzjonijiet personalizzata, inti tista ‘toħloq kolonni li fihom l-valuri użati għall-personalizzazzjoni. Fuq bażi ta ‘kull dokument, għal kull qasam dokument li ser tkun iffiltrata fuq biex jinkiseb personalizzazzjoni, il-pubblikatur jista’ jispeċifika liema kolonna mingħand il-benefiċjarju dinamiku jipprovdi l-valur tad-data għal dak il-qasam.
Kull rapport jista ‘jkollhom żero għal oqsma multipli biex personalize fuq, u huwa possibbli li l-oqsma rapport multipli huma personalizzata bl-istess kolonna mill-DRS.
Nota: Il-kolonni li fihom user ID, indirizz elettroniku, u l-isem sħiħ jista ‘jintuża wkoll għall-personalizzazzjoni.
Personalizing bil-kolonni multipli
Meta rapport hija personalizzata bil-kolonni multipli, il-kombinazzjoni tal-valuri madwar il-kolonni hija użata, kif muri fl-eżempju ta ‘hawn taħt.
Rowset:
Riċevitur ID Reġjun Rwol
RCPT123 California Maniġer
Ċomb RCPT123 Florida Tim
RCPT123 Florida Maniġer

Kolonna mapping:
qasam Rapport: Reġjun <-> kolonna Reġjun
qasam Rapport: Rwol <-> kolonna Rwol
Dan li ġej huwa l-filtru li tirriżulta biex personalize d-dokument għal RCPT123 riċevitur:
(-Istat = “”Kalifornja”” u Rwol = “”Maniġer””) jew (Stat = “”Florida”” u Rwol = “”Ċomb Team””) jew (Stat = “”Florida”” u Rwol = “”Maniġer””)
Personalizing rapporti multipli
Meta l-pubblikazzjoni tinkludi rapporti multipli, immappjar kolonna għall-personalizzazzjoni huwa speċifikat individwalment għal kull rapport. Madwar il rapporti, huma jistgħu jorbtu lill-istess jew differenti kolonni, kif muri fl-eżempju ta ‘hawn taħt.
Rowset:
Riċevitur ID Reġjun CostCenter Rwol
RCPT123 California Maniġer 9876
RCPT123 Florida Tim Ċomb 9876
RCPT123 Florida Maniġer 9876

Kolonna mapping:
Rapport A: grawnd Rapport Dip <-> kolonna CostCenter
Rapport B: grawnd Rapport Titolu <-> kolonna Rwol
Rapport Ċ: grawnd Rapport Reġjun <-> kolonna Reġjun u Rwol <-> kolonna Rwol
Dawn li ġejjin huma l-filtri li jirriżultaw għal kull rapport ta ‘:
Rapport A: Dip = 9876
Rapport B: Titlu = “”Maniġer”” jew Titolu = “”Ċomb Team””
Rapport Ċ: (Reġjun = “”Kalifornja”” u Rwol = “”Maniġer””) jew (Reġjun = “”Florida”” u Rwol = “”Maniġer””) jew (Reġjun = “”Florida”” u Rwol = “”Ċomb Team””)
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Crystal Reports Online Hulp
Persona met DRSs
Vir persoonlike publikasies, kan jy kolomme wat die waardes wat vir persona bevat skep. Op ‘n per dokument basis, vir elke dokument veld wat sal gefiltreer word op persona te bereik, kan die uitgewer spesifiseer watter kolom van die dinamiese ontvanger die datawaarde vir daardie gebied bied.
Elke verslag kan nul tot verskeie velde moet op verpersoonlik, en dit is moontlik dat verskeie verslag velde persoonlike deur dieselfde kolom van die drs.
Let wel: Die kolomme wat gebruikers-ID, e-posadres, en volle naam bevat, kan ook gebruik word vir persona.
Verpersoonliking met verskeie kolomme
Wanneer ‘n verslag persoonlike met verskeie kolomme, is die kombinasie van die waardes oor die kolomme gebruik, soos geïllustreer in die voorbeeld hieronder.
Rowset:
Ontvanger ID Streek Rol
RCPT123 Kalifornië Bestuurder
RCPT123 Florida Team Lead
RCPT123 Florida Bestuurder

Kolom kartering:
Verslag veld: Streek <-> Streek kolom
Verslag veld: Rol <-> Rol kolom
Die volgende is die gevolglike filter om die dokument vir ontvanger RCPT123 verpersoonlik:
(Staat = ‘Kalifornië en Rol =’ Bestuur ‘) of (Staat =’ Florida en Rol = ‘Team Lead’) of (Staat = ‘Florida en Rol =’ Bestuur ‘)
Verpersoonliking verskeie verslae
Wanneer ‘n publikasie bevat verskeie verslae, is kolom kartering vir persona individueel gespesifiseerde vir elke verslag. Oorkant die verslae, kan hulle ‘n skakel na die dieselfde of verskillende kolomme, soos geïllustreer in die voorbeeld hieronder.
Rowset:
Ontvanger ID Streek Rol CostCenter
RCPT123 Kalifornië Bestuurder 9876
RCPT123 Florida span te lei 9876
RCPT123 Florida Bestuurder 9876

Kolom kartering:
Verslag A: Verslag veld: Dept <-> CostCenter kolom
Verslag B: Verslag veld Titel <-> Rol kolom
Verslag C: Verslag veld: Streek <-> Streek kolom en Rol <-> Rol kolom
Die volgende is die gevolg filters vir elke verslag:
Verslag A: Dept = 9876
Verslag B: title = ‘Bestuur’ of title = ‘Team Lead’
Verslag C: (Streek = ‘Kalifornië en Rol =’ Bestuur ‘) of (Streek =’ Florida en Rol = ‘Bestuur’) of (Streek = ‘Florida en Rol =’ Team Lead ‘)
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