Creating the XML file

IDM document output reports use XML files to structure the report data. You will use the Reports Manager to create these files.

  1. Select System > Agency Personalization > Reports Manager.
  2. Add a new report and select IDM Document Output as the report type.
  3. Select the Parameters tab and add one or more component list parameters.
    These parameters represent the data that you want to include in your report. For example, to include the service request number in a service request report, you would specify ServiceRequest.ServiceRequestNumber as the component ID. The name of each parameter can be anything you choose.

    To add a collection to your report, browse to the collection property, then drill down to the properties that you want to use under the SearchItem node. For example, to show the comments for each log entry associated with a service request you would specify ServiceRequest.Logs.SearchItem.Comments.

    You can also include properties of detail pages. Normally the component ID is a property of the parent page's business object, but you can specify a different object in the Alternate Business Object column. In that case the component ID will be a property of the specified object. You must also use the Alternate Business Object Parent Bind column to indicate how the alternate business object is linked to the page's object.

    For example, suppose you have an agency business object for building applications called BldgDtl in a family called BldgDtls. In that case the alternate business object would be InforClient.BldgDtls.BldgDtl, and the parent bind to a page such as the Application InfoViewer would be BuildingApplication.ApplicationDetails.

  4. Click Export Parameters as XML.
    Infor Public Sector generates an XML file based on your parameters and downloads it to your local machine.