Record Handlers
Use Record Handlers to move beyond displaying report data as just table rows. Normally each row in a report is placed into a table row. With Record Handlers, you can change that behaviour to format the rows using one of four types of Record Handlers:
- Document
- Page
- Block
- Cell
Workflow
All Record Handlers follow the same basic process:
Create a Solution containing:
- A Word Document Template.
- A source report with the record handler token and an alias (e.g., OPPORTUNITIES, CONTACTS). The alias must match the alias configured in your Solution.
Document Template
Solution
Add variables from the report into the Document Template. You can find the list of variable names by going to run report page and selecting the info icon:
You can put these variables anywhere in your Document Template:
When the Solution runs, fields are merged and content repeats according to the selected Record Handler.
Record Handler types
Spacing
One common issue with adding Record Handler tokens is removing the space the token is taking up. By default, Unaric Reports will remove the entire line that the token is on. Sometimes though you want to keep the line but just remove the token. We have added an extra token to all of these features, except Repeat Cell, to allow you to keep the space. The token is {{KEEP_SPACE}} and you place it directly after any of the Record Handler tokens to leave the line in the document.
For example, if you are doing a Page Record Handler and keep the line that contains the token, it would look like this: {{PAGE_RECORD_HANDLER-ALIAS}}{{KEEP_SPACE}}.
No Results message
If you would like to insert a message when there is no data, you can place a message the between {{NO_RESULTS_MESSAGE_START-ALIAS}} and {{NO_RESULTS_MESSAGE_END-ALIAS}} tokens. For example, if you have a template that lists out of the Contacts for an Account, you can use the following tokens to insert a message when there are no Contacts.
