Demystifying grids

This webinar provides guidance on using process grids and custom reports in Nutrient Workflow, including importing processes, running requests, and creating SQL-based reports with dynamic data integration.

Full webinar recording

Instructions for using the process and reports together

  • Import the process.
  • Run at least one request.
  • Import the standard report into your system.
  • Copy the SQL code from the standard report that you imported into your system into a new custom report.

Comment out the lines for the date limits in the where clause or the report won't run.

  • Add the block of code below in the same area as the highlighted gray code in the screenshot below:
   WITH (\
   --field labels (column header names) with spaces get wrapped in double quotes\
   Item varchar(100) N'$."Item #"', -- Select List\
   Con_Line varchar(100) N'$."Con Line #"',\
   Description varchar(100) N'$.Description',\
   Unit varchar(100) N'$.Unit',\
   Qty varchar(100) N'$.Qty',\
   Price varchar(100) N'$."Unit Price"',\
   Total varchar(100) N'$."Total"'\
   )

  • Save the new query.
  • Click Generate Columns.
  • Preview the report.

Additional resources