The Inserts module, which pops up automatically, gives you the ability to drag and drop constants, variables, user constants and data items into almost any field in CRD.
Insert Menu
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Inserts is arguably one of the most versatile features in CRD. This feature enables the advanced schedule types to work, deals with variety of parameters, and customizes outputs for recipients.
- The insert function is activated in two ways:
- CRD will automatically launch the insert module at points where it can be used. (e.g. in a wizard's parameter screens).
- In the field into which you wish to insert a function, right-click and select Insert.
- The following types of constants are available:
- Crystal Constants (@@Crystal Constants)
- CRD Constants (@@CRD Constants)
- User Defined Constants (@@User Defined Constants)
CRD Constants
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- To use CRD constants, select @@CRD Constants from the Type list and then select the constant you want from the resulting Name list. Here is a list of constants to choose from:
- Current Group Value: Return the current group value.
- Current Temp File Path: Return to the temp file path.
- CurrentDate: Returns the current date.
- CurrentDateTime: Returns the current date and time.
- CurrentDay: Returns the current day date.
- CurrentMonth: Returns the current month number.
- CurrentMonthName: Returns the current month name.
- CurrentScheduleName: Returns the name of the current schedule or package.
- CurrentShortMonthName: Returns the name of the short month.
- CurrentShortWeekDayName: Returns the name of the short week.
- CurrentTime: Returns the current time.
- CurrentWeekDayName: Returns the day name of the day the schedule is run.
- Current Year: Returns the current year.
- End Last Year: Returns the date of the last day of last year.
- Exported File Name: Returns to the name of the exported file.
- First Day of the Next Month: Returns to the first day of the next month.
- First Day of this Month: Returns to the first day of the current month.
- FiscalWeek: Returns to the fiscal week.
- Friday Last Week: Returns the date for last Friday.
- Friday This Week: Returns the date for this Friday.
- Key Parameter Value: Returns the current key parameter value in use by a dynamic schedule.
- Last Day of the Month: Returns to the last day of the month.
- LastResult: Returns to the last result.
- Last Run: Returns to the last run of the schedule or package.
- LastestResult: Returns to the latest result of the schedule or package.
- LatestRunTime: Returns to the latest run time of the schedule or package.
- Monday Last Week: Returns the date for last Monday.
- Monday This Week: Returns the date for this Monday.
- MonthEndLastMonth: Returns the date of the last day of last month.
- MonthStartLastMonth: Returns the date of the first day of last month.
- SaturdayLastWeek: Returns the date for last Saturday.
- SaturdayThisWeek: Returns the date for this Saturday.
- Schedule Owner: Returns to the schedule owner.
- Scheduled Time: Returns to the scheduled time.
- StartThisYear: Returns the date of the first day of this year.
- SundayLastWeek: Returns the date for last Sunday.
- SundayThisWeek: Returns the date for this Sunday.
- ThursdayLastWeek: Returns the date for last Thursday.
- ThursdayThisWeek: Returns the date for this Thursday.
- TuesdayLastWeek: Returns the date for last Tuesday.
- TuesdayThisWeek: Returns the date for this Tuesday.
- WednesdayLastWeek: Returns the date for last Wednesday.
- WednesdayThisWeek: Returns the date for this Wednesday.
- Year Start Last Year: Returns the date of the first day of last year.
- Yesterday: Returns the date of before.
User Defined Constants
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- To use User Defined Constants, select @User Defined Constants from the Type list and then select the constant you want from the resulting Name list. Or select New to create a new constant. You can insert other constants and create a new formula of your own.
- If you would like even more functionality, you can now use Javascript in your custom constant definition.
- For more information about User Constants Data, click here.
Parameters
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- Use these to insert the current report parameter value into an email, report name, etc.
Event-Based Data
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- Used with event-based schedules.
- Data from the database record or email body which triggered off the event can be inserted into emails, reports etc.
- For instructions on how to parse the body of an email, see the last section of this page.
Data-Driven Data
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- Used with data-driven schedules. Data from the data driver can be inserted in all possible areas to drive the schedule.
Data Item
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- Construct a SQL statement to collect the information from a database field. Selecting this option will bring up the Data Items Module.
- Here you can pick an already existing SQL script, or construct a new one to query a database and return a specified value.
User Defaults
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- Default Attachment: This will insert the attachment in the Default Attachment field from the User Defaults menu (in Options).
- Default Message: This will insert the wording in the Default Message field from the User Defaults menu (in Options).
- Default Signature: This will insert the wording in the Default Signature field from the User Defaults menu (in Options).
- Default Subject: This will insert the wording in the Default Subject field from the User Defaults menu (in Options).
- For more information on User Defaults, click here.