Save a Favorites List Display
My Staff and My Prospects List displays can be saved to a data table that conforms to the FAVORITES worktable layout. This functionality is useful for those who wish to customize the standard Favorites On Demand Reports and for those who wish to create their own Favorites On Demand Reports. A Favorites List that has been saved to a data table will provide a table to which a user can point the FAVORITES worktable when working in Crystal Reports.
To save a Favorites My Staff or My Prospect List:
- Click the Save List button.
-
Enter the name of the data table in the Enter File Name box. The name cannot begin with a number.
- Click Save.
- The saved table is owned by the user who saves it. A user can save any number of Favorites My Staff and My Prospect List displays.
- When a Favorites List display is saved to a table, the saved data is static. The data is current only to the time that the My Staff and My Prospect List was displayed and saved.
- The FAVORITES worktable is not available in Millennium Reporter.
Favorites Field Descriptions
The FAVORITES table functions as the worktable for all of the Favorites On Demand Reports. This table is composed of a standard set of fields taken from the Favorites My Prospect and Favorites My Staff List displays. A row in the FAVORITES worktable corresponds to a row in the List display.
If the Favorites display is a My Staff List display, then the information in the FAVORITES worktable belongs to Managers. If the Favorites display is a My Prospects List display, then the information in the FAVORITES worktable belongs to Prospects.
The FAVORITES worktable has the following layout:
|
Field Name |
Data Type SQL/Oracle |
Length |
Description |
|---|---|---|---|
| nameid | char | 10 | The id number from the name record that is displayed in the list. For a My Staff list display, the id number will belong to a Manager. For a My Prospects list display, the id number will belong to a Prospect. |
| nameformn | varchar/varchar2 | 110 | The formatted name field from the name record that is displayed in the list. |
| namesmashd | char | 30 | The smashed name field from the name record that is displayed in the list. |
| namedflag | char | 1 | The deceased or disbanded flag from the name record that is displayed in the list |
| akey | numeric | 9 | The address timekey from the address record that is displayed in the list. |
| coreconst | char | 6 | The constituent type code from the Manager’s or Prospect’s corebio record |
| coreprefyr | char | 4 | The preferred year field from the Manager’s or Prospect’s corebio record |
| namekey | numeric | 9 | The name timekey from the name record that is displayed in the list. |