The report definitions are divided into four categories:

Enter definition

Start editing the report definition in the section . Here you maintain the display name for the user in the print selection and in the Reports Search . You must enter the description in at least one user language.

Select target object

Then select a "Target object" from the drop-down list. This determines at which objects the report is available within the print selection list and the available parameters within the report.

If you select "Assignment" as the target object, for example, the report will be included in the print selection list of an assignment after it has been released, and the report will receive the parameters defined for assignments when it is printed, including the primary key of the assignment to be printed.

For "Assignment" you can select several identifiers by using the button and clicking on the corresponding entries and confirm the selection with .

Define restrictions

In the sections "Applications" and "Main groups" you set restrictions for the availability of the report. These regulate the availability for programs, e.g. for the Field Service Management and the Mobile App.

The main group restriction regulates the availability based on the main group of the logged-in user who orders a print.

Use the button to create restrictions. You remove existing restrictions by selecting the line to be deleted and then clicking the button.

Set up signatures

On some printouts, the signature of one or more persons is required. In order to gather the required signature data, such as the signer's name, date stamp, and the signature itself, you must add a signature definition record for each required signature in the document. To do that, click the button within the "Signatures" section. The signatures are not limited to specific persons, so that the QuickReport definition can be used by different users in a meaningful way. The signature refers to a person role, e.g. "Customer". Such a role contains a multilingual "Designation" and an optional "Known Role", which have a special meaning and impact in the system depending on the context.

Selection of a role

First select a "Role" from the drop-down list or create a new role via the button. You can force the signature to be captured during the printout if you check the "Mandatory" option. Within the "Reason" section, you can store a multilingual text that will be displayed to the signers when the signatures are captured.

Positioning of the signature

Depending on how you embed the signature in the report, configure the "Unique name" field and the "Coordinates are defined by the report" option. With this recommended variant, you load the required signature data from the database within the report. To do this, leave the "Coordinates are defined by the report" option checked. Use the "PPrintJobId" parameter to load the signature data entered for the print job from the database.

If you enter multiple signatures per report, you will receive one data record per signature. The value from the "Unique name" field is part of a signature data record. You use this value to access individual signature data records within the report, for example, to position them separately from one another. You can change the pre-filled unique name, however, the name must remain to be unique across all signature definition records.

Example of loading a special signature data set

SELECT 
   SIGNEDBY, -- Name of the signatory (e.g. Max Mustermann)
   SIGNATUREIMAGE, -- Data-Uri base64 encoded svg image of signature (embed using QuickReport component "Signature")
   REASON, -- Assigned "reason" in print language
   DATEFORMAT, -- Date format if overridden at the end of the signature section below the signature definition records.
   UTCDATETIMESTAMP, -- Signature creation timestamp in UTC
   UTCOFFSET -- UTC offset in minutes: Deviation from UTCDATETIMESTAMP to the local time of signature entry.
   
FROM PRINTSERVICESIGNATURES
WHERE JOBID = :PPrintJobId
AND UNIQUENAME = 'MyUniqueName'  

Alternatively, the signature can be embedded in the document with pixel precision after the .pdf document has been generated. To achieve this, deactivate the option "Coordinates are defined by the report" and enter the position and dimensions within the .pdf document in the fields "Top", "Left" and "Page" as well as "Height" and "Width". Leave the field "Unique name" with the pre-filled value.

Change signature

To delete an existing signature definition entry, select the corresponding row in the table and click the button. Moreover, you can edit signatures, e.g. to adjust the reason, by selecting the corresponding row and clicking the button.

Actions

Save and activate

After activation, the report is no longer editable. You can only deactivate the report or create an editable copy.

After having entered the required data in the various areas and saving it via , the report is not yet released for use. To release it, click on within the action list. Now the report is available at the corresponding target object in the print selection list.

More actions

: Enables the currently disabled QuickReport definition for use.
: Disables the QuickReport definition currently enabled for use.
: Opens a QuickReport editing window with all values taken from this QuickReport definition. The newly opened QuickReport definition is editable.
: Checks the data, e.g. whether texts have been consistently maintained in languages and whether the uploaded .qra files contain only supported parameters. The evaluation is displayed in a modal window.
: Here you can create a test printout of the report.