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Populating a data page by using a report definition

Updated on November 23, 2022

Data pages organize and make data from a range of sources available to your application. The data sources available include data transform, activity, connector, database lookup, robotic automation, robotic desktop automation and report definition. Report definition allows you to make your reports more adaptive and flexible by customizing them with various options. For example, you can add custom columns to your report, and then include a chart to make data analysis more efficient.

For example, the Report Definition report uses data from a simple data table. You populate a data page by using a report definition that reports on StateCodes, a preexisting data table that consists of two properties: two-letter state codes, and an operator ID assigned to process work items that involve that state. Both properties are exposed as database columns. For this example, the report output is static. However, reports might produce different, real-time results each time they run.

Report definitions define reports. These reports, while typically used to display summarized information to a user, can also be used to select values for various internal and display features, including data pages.

Creating a report definition

To create a new source report, see Creating a report definition.

In the Report Definition form, add columns as necessary to populate the data page. The data table in the StateCodes example contains two columns: StateCode and .AssignedOp. Complete the rest of the Report Definition form, ignoring fields for the visual display of the report or sorting, and save the report. For more information about completing the Report Definition form, see Learning about report definitions.

Creating the data page

To create a data page, see Creating a data page.

Accessing the data page

Data pages store data that the system uses to populate work item properties for calculations or for other processes. When the system references a data page, the data page either creates an instance of itself on the clipboard and loads the required data for the system to use or responds to the reference with an existing instance of itself. For more information, see Data pages.

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