Sage CRE My Assistant, Multiple Conditions with a Crystal Report

Question

I just began using My Assistant and it looks incredible. 
 
 I am trying to set up a task that runs and emails a job costing Crystal Report. However, I want multiple conditions set. 
 I've set them up in My Assistant and the test works exactly how it should. However, once I attach the Crystal Report and send, the emailed PDF contains all jobs, instead of the jobs specified in the conditions.

Casey K · Accepted Answer

Katie, 
 It helps me to think of the Sage MyAssistant condition and running the attached report as two completely different processes. 
 The Sage MyAssistant condition does generate a set of results, but these results generated basically tell Sage MyAssistant that the attached report needs to run or not. It is essentially a true or false test. If true, it generates an email and attaches the report. 
 This means that the report needs to be modified so that it is able to return the data that you want when run on its own in Sage 300 Construction and Real Estate. The parameters and selection criteria in the report can reflect the condition you set in Sage MyAssistant. 
 Take Sage MyAssistant out of the equation for the moment, focus on getting the report to return the desired results on its own, and then assign that report to a Sage MyAssistant task using the condition that returns the results of whether or not the report should run. 
 Sage MyAssistant is smart enough to pass through data to these parameters. For example if your job report has a parameter for Project Manager, your condition links to the Project Manager field, and your email directory is based on Project Manager, then each Project Manager will get a report with only their assigned jobs. 
 In this case, it sounds as though you need modify the Crystal report to either add a parameter for specific jobs or add selection criteria to the report design. 
 Casey Knapp 
 Senior Customer Support Analyst, Sage Construction and Real Estate

Casey K · Answer

Katie, 
 I am glad that was helpful. It is tough to troubleshoot a report without seeing it and fully understanding what the report is designed to do. I am not sure what you mean by &ldquo;breaks down again.&rdquo; Troubleshooting report designs are beyond our typical skillset within support. Some of us are more experienced with Crystal reports than others, but it is not something we are accustomed to working with every day. I would suggest as your best opportunity to get a report created/modified correctly to be your consultant. Sage also has a professional services group that could modify your reports for a fee as well. 
 That said; if you want to continue trying to get it to work on your own, an Internet search may provide more solutions. Maybe someone else on Sage City can provide more insight. 
 Perhaps you can utilize the Crystal Reports Select Expert differently where you do not need to enter anything as a parameter. 
 True/False: {@JC Prefix} = True (I am guessing this formula was related to pulling &ldquo;FL1&rdquo; in the Sage MyAssistant condition) 
 True/False: {JCM_MASTER__JOB.All_Costs_In}=False (I am guessing this is a check box on the Job setup) 
 Formula: {JCM_MASTER__JOB.Last_Cost_Update} >= Date (dateadd("d", -30, Currentdate))

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