I am trying to create a publication that will distribute a Crystal Report in single-pass report bursting fashion (already works great for WebI). I hoped to assign a Profile to the publication as part of the personalization. This Crystal report is not based upon a universe.
Steps:
► Created a profile
► Could not associate a profile target since not using a universe, so skipped this
► Chose a user group when defining profile values. Would be nice to use the Value radio button and placeholder for user name (done this successfully with WebI), but I am not sure that is an option. Instead, I chose Filter Expression and entered a hard-wired value into the Crystal Reports expression. Question is: What do I enter for that hard-wired value (any of the following options)?
■ = 'MyHardWireVal'
■ 'MyHardWireVal'
■ MyCrystalReportColumn = 'MyHardWireVal'
► Create a publication in InfoView and select the source doc/formats/destinations/database logon/etc
► Select Enterprise recipients
► Build out the personalization option
■ No parameters, so skip this
■ Choose a Report Field for the Filter
■ Choose the profile created in the steps above.
This last step is where I think I am getting a "mismatch in formatting" when it comes to building this "where clause". Should I be able to look at this Report Field as the left hand side of the condition, and the profile value as the right hand side? Is the equal sign implied. I assume not because I may want NOT EQUAL, LIKE, IN, etc. Do I enclose the profile value in single quotes, the whole Crystal expression in double-quotes, etc.
Any help is greatly appreciated,
Brian