Build a simple Form

Steps:

  1. Follow Build a Generic Report until the step to add report parts.
  2. Prepare an empty ReportPartForm object with default properties.
  3. For each selected data source fields, populate a ReportPartElement object with default properties.
  4. Add the ReportPartElement objects into columns.elements in ReportPartForm object.
  5. Update the properties of the map in properties field per user selection (See ReportPartFormProperties).
  6. Back to the steps in Build a Generic Report.

Prepare an empty ReportPartForm object

Empty ReportPartForm object


  • The highlighted properties contains the default properties
  • The highlighted columns.elements contains the selected data source fields
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{
   "properties": {
      "format": {
         "heading": {
            "h1": false,
            "h2": false,
            "h3": false,
            "h4": false,
            "h5": false,
            "h6": false
         },
         "block": {
            "p": true,
            "blockquote": false,
            "div": true,
            "pre": false
         },
         "font": {
            "bold": false,
            "italic": false,
            "underline": false,
            "strikethrough": false,
            "superscript": false,
            "subscript": false,
            "code": false,
            "fontFamily": "Roboto",
            "fontSize": 14,
            "textColor": "#000",
            "backgroundColor": "#fff"
         },
         "alignment": {
            "alignleft": false,
            "aligncenter": false,
            "alignright": false,
            "alignjustify": false
         },
         "list": {
            "bullet": "",
            "numbered": ""
         }
      },
      "pasteAsText": false,
      "highlightCode": true,
      "wrapText": true,
      "mceDirectionRTL": false,
      "mceDirectionLTR": false,
      "mceVisualChars": false,
      "mceToggleVisualAid": true,
      "usePagination": true,
      "pageSize": 10,
      "pageBreakAfterEachEntry": false,
      "dataRefreshInterval": {
         "enable": false,
         "updateInterval": 0,
         "isAll": true,
         "latestRecord": 0
      }
   },
   "reportPartFormRepeater": {},
   "reportPartFormEmbeddedReport": {},
   "reportPartFormSmartTag": {},
   "reportPartFormField": {},
   "formState": {},
   "htmlContent": "",
   "dataTree": null,
   "type": 1,
   "columns": {
      "text": null,
      "properties": {},
      "settings": {},
      "elements": [],
      "name": "columns"
   },
   "selectedFieldElement": {},
   "activeTabKey": "",
   "isSelectedCell": false,
   "isActiveForEdit": false,
   "title": {
      "text": "",
      "properties": {},
      "settings": {
         "font": {
            "family": "",
            "size": 14,
            "bold": true,
            "italic": false,
            "underline": false,
            "color": "",
            "highlightColor": ""
         },
         "alignment": {
            "alignment": ""
         }
      },
      "elements": []
   },
   "description": {
      "text": "",
      "properties": {},
      "settings": {
         "font": {
            "family": "",
            "size": 14,
            "bold": false,
            "italic": false,
            "underline": false,
            "color": "",
            "highlightColor": ""
         },
         "alignment": {
            "alignment": ""
         }
      },
      "elements": []
   }
}

Populate selected data sources fields

  1. Refer to the similar step in Building a Grid guide to:

    1. Get the list of available data sources fields from POST report/availableQuerySourceFields
    2. Build a corresponding ReportPartElement object for each selected data source field
    3. Populate a default ReportPartElementProperties for properties field in each ReportPartElement object

    See Sample Properties for a ReportPartElement for some samples.

  2. Add the ReportPartElement objects into columns.elements in ReportPartForm object.

  3. Build the HTML to display selected data source fields in htmlContent.

    Note

    The double quotes must be escaped before adding to json, e.g. “htmlContent”: “<div><field class="field-wrapper" …”

    <div>
        <custom-HTML-tags...>
        <field class="field-wrapper" field-name="[connection].[schema].[table].[field 1]">
            <field-prop key="subTotalFieldDataType" value="Izenda data type for sub total calculation"></field-prop>
            <field-prop key="grandTotalFieldDataType" value="Izenda data type for grand total calculation"></field-prop>
            <field-prop key="fieldId" value="id of field 1"></field-prop>
            <field-prop key="dataFieldType" value="Izenda data type"></field-prop>
            <field-prop key="querySourceId" value="id of parent query source of field 1"></field-prop>
            Display text in Report Designer for field 1
        </field>
        </custom-HTML-tags...>
    </div>
    

    The whole <field>..</field> tag will be replaced by the value of selected data source field in Report Viewer.

Sample full ReportPartForm object


  • htmlContent displays this line: Order #[OrderID] for Customer# [CustomerID] by Employee# [EmployeeID]
  • The double quotes in htmlContent have been escaped
{
   "properties": {
      "format": {
         "heading": {
            "h1": false,
            "h2": false,
            "h3": false,
            "h4": false,
            "h5": false,
            "h6": false
         },
         "block": {
            "p": true,
            "blockquote": false,
            "div": true,
            "pre": false
         },
         "font": {
            "bold": false,
            "italic": false,
            "underline": false,
            "strikethrough": false,
            "superscript": false,
            "subscript": false,
            "code": false,
            "fontFamily": "Roboto",
            "fontSize": 14,
            "textColor": "#000",
            "backgroundColor": "#fff"
         },
         "alignment": {
            "alignleft": false,
            "aligncenter": false,
            "alignright": false,
            "alignjustify": false
         },
         "list": {
            "bullet": "",
            "numbered": ""
         }
      },
      "pasteAsText": false,
      "highlightCode": true,
      "wrapText": true,
      "mceDirectionRTL": false,
      "mceDirectionLTR": false,
      "mceVisualChars": false,
      "mceToggleVisualAid": true,
      "usePagination": true,
      "pageSize": 10,
      "pageBreakAfterEachEntry": false,
      "dataRefreshInterval": {
         "enable": false,
         "updateInterval": 0,
         "isAll": true,
         "latestRecord": 0
      }
   },
   "reportPartFormRepeater": {},
   "reportPartFormEmbeddedReport": {},
   "reportPartFormSmartTag": {},
   "reportPartFormField": {},
   "formState": {},
   "htmlContent": "<div>Order #<field class=\"field-wrapper\" field-name=\"[Northwind].[dbo].[Orders].[OrderID]\"><field-prop key=\"subTotalFieldDataType\" value=\"Numeric\"></field-prop><field-prop key=\"grandTotalFieldDataType\" value=\"Numeric\"></field-prop><field-prop key=\"fieldId\" value=\"07ed1f4c-f30d-4759-bfc5-0e4636d446cd\"></field-prop><field-prop key=\"dataFieldType\" value=\"Numeric\"></field-prop><field-prop key=\"querySourceId\" value=\"f4ae63fc-4c10-4672-9cd2-4a9d40434a4c\"></field-prop>OrderID<span class=\"icon-cancel\"></span></field> for Customer# <field class=\"field-wrapper\" field-name=\"[Northwind].[dbo].[Orders].[CustomerID]\"><field-prop key=\"fieldId\" value=\"ab4e3871-76ba-4604-8a8d-97fbfbca7144\"></field-prop><field-prop key=\"querySourceId\" value=\"f4ae63fc-4c10-4672-9cd2-4a9d40434a4c\"></field-prop><field-prop key=\"dataFieldType\" value=\"Text\"></field-prop>CustomerID<span class=\"icon-cancel\"></span></field> by Employee#&nbsp;<field class=\"field-wrapper\" field-name=\"[Northwind].[dbo].[Orders].[EmployeeID]\"><field-prop key=\"fieldId\" value=\"2bc3a102-6621-4713-a167-3579b664dd3e\"></field-prop><field-prop key=\"querySourceId\" value=\"f4ae63fc-4c10-4672-9cd2-4a9d40434a4c\"></field-prop><field-prop key=\"dataFieldType\" value=\"Numeric\"></field-prop>EmployeeID<span class=\"icon-cancel\"></span></field></div>",
   "dataTree": null,
   "type": 1,
   "columns": {
      "text": null,
      "properties": {},
      "settings": {},
      "elements": [
         {
            "name": "OrderID",
            "properties": {
               "fieldItemVisible": true,
               "dataFormattings": {
                  "function": "",
                  "functionInfo": {
                     "id": null
                  },
                  "format": {
                     "createNewHiddenPercenOfGroupField": false
                  },
                  "font": {
                     "family": "Roboto",
                     "size": 14,
                     "bold": false,
                     "italic": false,
                     "underline": false,
                     "color": "",
                     "backgroundColor": ""
                  },
                  "width": {
                     "value": null
                  },
                  "alignment": "alignLeft",
                  "sort": "ASC",
                  "color": {
                     "textColor": {
                        "rangePercent": null,
                        "rangeValue": null,
                        "value": null
                     },
                     "cellColor": {
                        "rangePercent": null,
                        "rangeValue": null,
                        "value": null
                     }
                  },
                  "alternativeText": {
                     "rangePercent": null,
                     "rangeValue": null,
                     "value": null
                  },
                  "customURL": {
                     "url": "",
                     "option": "LINK_NEW_WINDOW"
                  },
                  "embeddedJavascript": {
                     "script": ""
                  },
                  "subTotal": {
                     "label": "",
                     "function": "",
                     "expression": "",
                     "dataType": "",
                     "format": {},
                     "previewResult": ""
                  },
                  "grandTotal": {
                     "label": "",
                     "function": "",
                     "expression": "",
                     "dataType": "",
                     "format": {},
                     "previewResult": ""
                  }
               },
               "headerFormating": {
                  "font": {
                     "family": null,
                     "size": null,
                     "bold": null,
                     "italic": null,
                     "underline": null,
                     "color": null,
                     "backgroundColor": null
                  },
                  "alignment": null,
                  "wordWrap": null,
                  "columnGroup": ""
               },
               "drillDown": {
                  "subReport": {
                     "selectedReport": null,
                     "style": null,
                     "reportPartUsed": null,
                     "reportFilter": true,
                     "mappingFields": [],
                     "selectedIconValue": {
                        "icon": null,
                        "value": null
                     },
                     "viewSettingByLink": null
                  }
               },
               "otherProps": {
                  "hasRepeaterPart": false
               }
            },
            "position": 1,
            "field": {
               "fieldId": "07ed1f4c-f30d-4759-bfc5-0e4636d446cd",
               "fieldName": "OrderID",
               "fieldNameAlias": "OrderID",
               "dataFieldType": "Numeric",
               "querySourceId": "f4ae63fc-4c10-4672-9cd2-4a9d40434a4c",
               "querySourceType": "Table",
               "sourceAlias": "Orders",
               "relationshipId": "00000000-0000-0000-0000-000000000000",
               "visible": true,
               "calculatedTree": null,
               "isCalculated": false,
               "hasAggregatedFunction": false
            },
            "isDeleted": false,
            "isSelected": false
         },
         {
            "name": "CustomerID",
            "properties": {
               "fieldItemVisible": true,
               "dataFormattings": {
                  "function": "",
                  "functionInfo": {
                     "id": null
                  },
                  "format": {
                     "createNewHiddenPercenOfGroupField": false
                  },
                  "font": {
                     "family": "Roboto",
                     "size": 14,
                     "bold": false,
                     "italic": false,
                     "underline": false,
                     "color": "",
                     "backgroundColor": ""
                  },
                  "width": {
                     "value": null
                  },
                  "alignment": "alignLeft",
                  "sort": "ASC",
                  "color": {
                     "textColor": {
                        "rangePercent": null,
                        "rangeValue": null,
                        "value": null
                     },
                     "cellColor": {
                        "rangePercent": null,
                        "rangeValue": null,
                        "value": null
                     }
                  },
                  "alternativeText": {
                     "rangePercent": null,
                     "rangeValue": null,
                     "value": null
                  },
                  "customURL": {
                     "url": "",
                     "option": "LINK_NEW_WINDOW"
                  },
                  "embeddedJavascript": {
                     "script": ""
                  },
                  "subTotal": {
                     "label": "",
                     "function": "",
                     "expression": "",
                     "dataType": "",
                     "format": {},
                     "previewResult": ""
                  },
                  "grandTotal": {
                     "label": "",
                     "function": "",
                     "expression": "",
                     "dataType": "",
                     "format": {},
                     "previewResult": ""
                  }
               },
               "headerFormating": {
                  "font": {
                     "family": null,
                     "size": null,
                     "bold": null,
                     "italic": null,
                     "underline": null,
                     "color": null,
                     "backgroundColor": null
                  },
                  "alignment": null,
                  "wordWrap": null,
                  "columnGroup": ""
               },
               "drillDown": {
                  "subReport": {
                     "selectedReport": null,
                     "style": null,
                     "reportPartUsed": null,
                     "reportFilter": true,
                     "mappingFields": [],
                     "selectedIconValue": {
                        "icon": null,
                        "value": null
                     },
                     "viewSettingByLink": null
                  }
               },
               "otherProps": {
                  "hasRepeaterPart": false
               }
            },
            "position": 2,
            "field": {
               "fieldId": "ab4e3871-76ba-4604-8a8d-97fbfbca7144",
               "fieldName": "CustomerID",
               "fieldNameAlias": "CustomerID",
               "dataFieldType": "Text",
               "querySourceId": "f4ae63fc-4c10-4672-9cd2-4a9d40434a4c",
               "querySourceType": "Table",
               "sourceAlias": "Orders",
               "relationshipId": "00000000-0000-0000-0000-000000000000",
               "visible": true,
               "calculatedTree": null,
               "isCalculated": false,
               "hasAggregatedFunction": false
            },
            "isDeleted": false,
            "isSelected": false
         },
         {
            "name": "EmployeeID",
            "properties": {
               "fieldItemVisible": true,
               "dataFormattings": {
                  "function": "",
                  "functionInfo": {
                     "id": null
                  },
                  "format": {
                     "createNewHiddenPercenOfGroupField": false
                  },
                  "font": {
                     "family": "Roboto",
                     "size": 14,
                     "bold": false,
                     "italic": false,
                     "underline": false,
                     "color": "",
                     "backgroundColor": ""
                  },
                  "width": {
                     "value": null
                  },
                  "alignment": "alignLeft",
                  "sort": "ASC",
                  "color": {
                     "textColor": {
                        "rangePercent": null,
                        "rangeValue": null,
                        "value": null
                     },
                     "cellColor": {
                        "rangePercent": null,
                        "rangeValue": null,
                        "value": null
                     }
                  },
                  "alternativeText": {
                     "rangePercent": null,
                     "rangeValue": null,
                     "value": null
                  },
                  "customURL": {
                     "url": "",
                     "option": "LINK_NEW_WINDOW"
                  },
                  "embeddedJavascript": {
                     "script": ""
                  },
                  "subTotal": {
                     "label": "",
                     "function": "",
                     "expression": "",
                     "dataType": "",
                     "format": {},
                     "previewResult": ""
                  },
                  "grandTotal": {
                     "label": "",
                     "function": "",
                     "expression": "",
                     "dataType": "",
                     "format": {},
                     "previewResult": ""
                  }
               },
               "headerFormating": {
                  "font": {
                     "family": null,
                     "size": null,
                     "bold": null,
                     "italic": null,
                     "underline": null,
                     "color": null,
                     "backgroundColor": null
                  },
                  "alignment": null,
                  "wordWrap": null,
                  "columnGroup": ""
               },
               "drillDown": {
                  "subReport": {
                     "selectedReport": null,
                     "style": null,
                     "reportPartUsed": null,
                     "reportFilter": true,
                     "mappingFields": [],
                     "selectedIconValue": {
                        "icon": null,
                        "value": null
                     },
                     "viewSettingByLink": null
                  }
               },
               "otherProps": {
                  "hasRepeaterPart": false
               }
            },
            "position": 3,
            "field": {
               "fieldId": "2bc3a102-6621-4713-a167-3579b664dd3e",
               "fieldName": "EmployeeID",
               "fieldNameAlias": "EmployeeID",
               "dataFieldType": "Numeric",
               "querySourceId": "f4ae63fc-4c10-4672-9cd2-4a9d40434a4c",
               "querySourceType": "Table",
               "sourceAlias": "Orders",
               "relationshipId": "00000000-0000-0000-0000-000000000000",
               "visible": true,
               "calculatedTree": null,
               "isCalculated": false,
               "hasAggregatedFunction": false
            },
            "isDeleted": false,
            "isSelected": false
         }
      ],
      "name": "columns"
   },
   "selectedFieldElement": {},
   "activeTabKey": "",
   "isSelectedCell": false,
   "isActiveForEdit": false,
   "title": {
      "text": "",
      "properties": {},
      "settings": {
         "font": {
            "family": "",
            "size": 14,
            "bold": true,
            "italic": false,
            "underline": false,
            "color": "",
            "highlightColor": ""
         },
         "alignment": {
            "alignment": ""
         }
      },
      "elements": []
   },
   "description": {
      "text": "",
      "properties": {},
      "settings": {
         "font": {
            "family": "",
            "size": 14,
            "bold": false,
            "italic": false,
            "underline": false,
            "color": "",
            "highlightColor": ""
         },
         "alignment": {
            "alignment": ""
         }
      },
      "elements": []
   }
}

Update the properties of each field per user selection

Please see ReportPartElementProperties for the purpose of each field.

See Sample Properties for a ReportPartElement for more samples.

Update the properties of the Form in “properties” field per user selection

Please see ReportPartFormProperties for the purpose of each field.

Back to the Save step in Build a Generic Report

Sample full ReportSavingParameter object for Save report API
{
   "reportKey": {
      "key": "e22406a0-4f6d-4077-bac2-3877b7233986",
      "tenantId": null
   },
   "section": 2,
   "saveAs": false,
   "ignoreCheckChange": false,
   "report": {
      "inaccessible": false,
      "category": {
         "name": "",
         "type": 1,
         "parentId": null,
         "tenantId": null,
         "canDelete": false,
         "editable": false,
         "savable": false,
         "subCategories": [],
         "checked": false,
         "reports": null,
         "dashboards": null,
         "id": null,
         "state": 0,
         "deleted": false,
         "inserted": true,
         "version": null,
         "created": null,
         "createdBy": "John Doe",
         "modified": null,
         "modifiedBy": null
      },
      "subCategory": {
         "name": "",
         "type": 1,
         "parentId": null,
         "tenantId": null,
         "canDelete": false,
         "editable": false,
         "savable": false,
         "subCategories": [],
         "checked": false,
         "reports": null,
         "dashboards": null,
         "id": null,
         "state": 0,
         "deleted": false,
         "inserted": true,
         "version": null,
         "created": null,
         "createdBy": "John Doe",
         "modified": null,
         "modifiedBy": null
      },
      "reportRelationship": [],
      "reportPart": [
         {
            "reportPartContent": {
               "properties": {
                  "format": {
                     "heading": {
                        "h1": false,
                        "h2": false,
                        "h3": false,
                        "h4": false,
                        "h5": false,
                        "h6": false
                     },
                     "block": {
                        "p": true,
                        "blockquote": false,
                        "div": true,
                        "pre": false
                     },
                     "font": {
                        "bold": false,
                        "italic": false,
                        "underline": false,
                        "strikethrough": false,
                        "superscript": false,
                        "subscript": false,
                        "code": false,
                        "fontFamily": "Roboto",
                        "fontSize": 14,
                        "textColor": "#000",
                        "backgroundColor": "#fff"
                     },
                     "alignment": {
                        "alignleft": false,
                        "aligncenter": false,
                        "alignright": false,
                        "alignjustify": false
                     },
                     "list": {
                        "bullet": "",
                        "numbered": ""
                     }
                  },
                  "pasteAsText": false,
                  "highlightCode": true,
                  "wrapText": true,
                  "mceDirectionRTL": false,
                  "mceDirectionLTR": false,
                  "mceVisualChars": false,
                  "mceToggleVisualAid": true,
                  "usePagination": true,
                  "pageSize": 10,
                  "pageBreakAfterEachEntry": false,
                  "dataRefreshInterval": {
                     "enable": false,
                     "updateInterval": 0,
                     "isAll": true,
                     "latestRecord": 0
                  }
               },
               "reportPartFormRepeater": {},
               "reportPartFormEmbeddedReport": {},
               "reportPartFormSmartTag": {},
               "reportPartFormField": {},
               "formState": {},
               "htmlContent": "<div>Order #<field class=\"field-wrapper\" field-name=\"[Northwind].[dbo].[Orders].[OrderID]\"><field-prop key=\"subTotalFieldDataType\" value=\"Numeric\"></field-prop><field-prop key=\"grandTotalFieldDataType\" value=\"Numeric\"></field-prop><field-prop key=\"fieldId\" value=\"07ed1f4c-f30d-4759-bfc5-0e4636d446cd\"></field-prop><field-prop key=\"dataFieldType\" value=\"Numeric\"></field-prop><field-prop key=\"querySourceId\" value=\"f4ae63fc-4c10-4672-9cd2-4a9d40434a4c\"></field-prop>OrderID<span class=\"icon-cancel\"></span></field> for Customer# <field class=\"field-wrapper\" field-name=\"[Northwind].[dbo].[Orders].[CustomerID]\"><field-prop key=\"fieldId\" value=\"ab4e3871-76ba-4604-8a8d-97fbfbca7144\"></field-prop><field-prop key=\"querySourceId\" value=\"f4ae63fc-4c10-4672-9cd2-4a9d40434a4c\"></field-prop><field-prop key=\"dataFieldType\" value=\"Text\"></field-prop>CustomerID<span class=\"icon-cancel\"></span></field> by Employee#&nbsp;<field class=\"field-wrapper\" field-name=\"[Northwind].[dbo].[Orders].[EmployeeID]\"><field-prop key=\"fieldId\" value=\"2bc3a102-6621-4713-a167-3579b664dd3e\"></field-prop><field-prop key=\"querySourceId\" value=\"f4ae63fc-4c10-4672-9cd2-4a9d40434a4c\"></field-prop><field-prop key=\"dataFieldType\" value=\"Numeric\"></field-prop>EmployeeID<span class=\"icon-cancel\"></span></field></div>",
               "dataTree": null,
               "type": 1,
               "columns": {
                  "text": null,
                  "properties": {},
                  "settings": {},
                  "elements": [
                     {
                        "name": "OrderID",
                        "properties": {
                           "fieldItemVisible": true,
                           "dataFormattings": {
                              "function": "",
                              "functionInfo": {
                                 "id": null
                              },
                              "format": {
                                 "createNewHiddenPercenOfGroupField": false
                              },
                              "font": {
                                 "family": "Roboto",
                                 "size": 14,
                                 "bold": false,
                                 "italic": false,
                                 "underline": false,
                                 "color": "",
                                 "backgroundColor": ""
                              },
                              "width": {
                                 "value": null
                              },
                              "alignment": "alignLeft",
                              "sort": "ASC",
                              "color": {
                                 "textColor": {
                                    "rangePercent": null,
                                    "rangeValue": null,
                                    "value": null
                                 },
                                 "cellColor": {
                                    "rangePercent": null,
                                    "rangeValue": null,
                                    "value": null
                                 }
                              },
                              "alternativeText": {
                                 "rangePercent": null,
                                 "rangeValue": null,
                                 "value": null
                              },
                              "customURL": {
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                     },
                     {
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                     },
                     {
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