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1. With InfoAssist open in the Document view and at least one report on the canvas, add an active form control, as described in How to Add an Active Technologies Form Control to a Compound Document.
2. Click the report.

   The fields of the report will be populated in the Query pane.

   Note: If the report is included as an existing report, you are not able to bind its fields to a control.

3. Select a data source field from the Query pane and drag it onto the Layout Canvas. Make sure that you drop the data source field onto the active form control that you want the field to be binded to.

   The control updates with the options from the field, as shown in the following image.

   

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1. With InfoAssist open in the Document view and at least one report on the canvas, add an active form control, as described in How to Add an Active Technologies Form Control to a Compound Document.
2. Right-click the report you wish to add a filter column from and select Edit Report.

   Note: If the report is included as an existing report, you are not able to bind its fields to a control.

3. You can now select fields within the report. Click and drag the desired field from the report and drop it onto the active form control you want the field to be binded to, as shown in the following image.

   

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1. With InfoAssist open in the Document view and at least one report on the canvas, add an active form control, as described in How to Add an Active Technologies Form Control to a Compound Document.
2. Right-click the active control you wish to add a filter column to and select Properties, as shown in the following image.

   

3. The Active Dashboard Properties dialog box appears. Select the report that contains the field you wish to filter on from the Report drop-down menu, as shown in the following image.

   

4. Select the field you wish to filter on from the Field drop-down menu, as shown in the following image.

   

5. Select OK. The active form control is updated with the selected options.

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You can add or remove target reports from an active form control through the Active Dashboard Properties dialog box. When you bind a field to an active form control, the default target report is the report you dragged the field from. More target reports can be added from the Active Dashboard Properties dialog box.

Reports that can be target reports must meet one of the following requirements:

• The report contains a field with the same name as the source field (actual field name or AS name).
• The Master File of the report has a field with the same name as the source field.

If a report is eligible to be a target report because of an AS name and that AS name is changed, the report is automatically removed.

1. With InfoAssist open in the Document view, bind an active form control to a field, as described in Associating a Field With a Control.
2. Right-click the active form control you wish to add a filter column to and select Properties, as shown in the following image.

   

3. From the Active Dashboard Properties dialog box, select the reports from the Candidate Reports list box that you wish to add as target reports, as shown in the following image.

   Note: You can multi-select candidate reports by pressing the Ctrl key and selecting multiple reports.

   

4. Click the Add to List arrow to move the selected reports to the Targets list box, as shown in the following image.

   Note: You can remove reports from the Targets list box by selecting reports there and clicking the Remove from List arrow.

   

5. Select OK.

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1. With InfoAssist open in the Document view, bind an active form control to a field, as described in Associating a Field With a Control.
2. Right-click the active form control you wish to change the filter condition for and select Properties, as shown in the following image.

   

3. From the Active Dashboard Properties dialog box, select the desired filter condition, as shown in the following image.

   

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When you have more than one control on the canvas you can cascade controls to populate based on the selections of the previous controls. Cascading controls have a parent-child relationship, in which the parent filters the available options of the child. An active form control can be the parent of more than one other control but cannot be a child of more than one control.

1. With InfoAssist open in the Document view, bind at least two active form controls to fields, as described in Associating a Field With a Control.
2. Right-click an active form control and select Properties, as shown in the following image.

   

3. Select Cascades from the Active Dashboard Properties dialog box, as shown in following image.

   

   By default, a cascade named Cascade1 will appear in the Cascades section of the Active Dashboard Properties dialog box.

   You can click the Create a new cascade button to create a new cascade.

   You can click on the Delete selected cascade button to delete the selected cascade.

4. Select the cascade you wish to add controls to.
5. Select the control you wish to add from the Available Prompts list box.
6. Click the Add to List arrow to move the selected control to the Selected Prompts list box, as shown in the following image.

   Note: You can remove controls from the Selected Prompts list box by selecting controls there and clicking the Remove from List arrow.

   

7. Add any additional controls you wish to be part of the cascade by repeating steps 5 and 6.

   By default, the hierarchy of the controls is determined by the order they are added to the Selected Prompts list. The cascade of the controls is from the top, down. The controls that come first in the Selected Prompts list are the parents of the lower controls.

8. You can change the hierarchy of the controls by selecting a control in the Selected Prompt list box and clicking the Move Up and Move Down arrows, as shown in the following image.