Maintenance
Upgrading to V8
How to convert a V7 report to V8
5 min
this document contains instructions for updating reports that were developed in v7 to work in v8 this article assumes that the reports were developed with similar styling to the reports using the v7 activate analytics module this includes having the report broken into multiple forms – toolbar, search fields, data (containing the data source and activatewebgrid) updating data source and web grid open the webform that contains the data source and activatewebgrid within text mode on the form rename activateusagedatasource to activatedatasource ensure the activatedatasource has an id set (e g detaildata) within the activatewebgrid, set the datasource property to be =//\[datasourceid] (e g =//detaildata) delete the datasourceid property if the grid contains activategridcolumns that use the navigateurl property, replace the column control with an objectlinkcolumn set the boundvalue and displayname value to the field in the data source (e g @=//jobid) set the link property using the new v8 url path (e g @/job/%=/jobid%/properties) set the target property with the previous columns value (e g dialog) if you want an icon to be displayed (e g job icon) set the icon property with icon you wish to use (e g job) a new feature in v8 allows additional columns to be added to the report that are hidden by default the user can then unhide these columns when viewing the report in the browser this can be done by setting the hidden property on the additional gridcolumns control to “true” updating search fields to use the new filter button assumption – it is assumed that the filter controls have been setup on their own webform (e g detailselectionwebform) on the activatewebgrid, set the filterform property with the name of the webform containing the filter controls (e g detailselectionwebform) update the detailselectionwebform and if the controls are nested in a gridpanel, convert this to a regular panel control remove any other unnecessary sectionpanels, etc reorder the controls as required and move the max rows control to the bottom f you have a daterange control remove it from the filterform, and it will be added back in the daterange controls section below daterangepicker control if your report has a daterange control which has been removed from the filterform, follow the below steps to add it back in create a new webform called selectionwebform add the daterange control onto the form and set the autopostback property to true updating the toolbar and parent webform open the toolbar webform (e g detaildatatoolbar), and edit the refresh ribbonbutton set the onclientclick property with onrefresh delete the old click property open the parent webform for the report and make the following changes add a stack control, and then nest a flexpanel within it move the formpanel containing the toolbar webform into the flexpanel, and set the flexgrow property to “2” move the formpanel containing the original filterform (e g detailselectionwebform) beneath the toolbar webform update the formpanel containing the original filterform, and change the webform to the form containing the daterange control (e g selectionwebform) move the formpanel containing the report (e g detaildatawebform) into the stack beneath the flexpanel delete any other remaining controls it should now look like this on the root form node set the pagesize property to full this will get the report to use the full window width export button if your report contains an export button on the toolbar, use the following steps to update the exportwebform open the export webform (e g detaildataexportform) within text mode on the form rename activateusagedatasource to activatedatasource ensure the activatedatasource has an id set (e g detaildata) update the datasource property, and set the value to be =//\[datasourceid] (e g =//detaildata) on the root form node, update the following properties title = set a report title to match the data being exported (e g export detail data) buttons = cancel open the webform containing the toolbar (e g detaildatatoolbar) update the export ribbon button and set the following properties target = dialog currentobject = =//job imageurl = save