BusinessObjects Board

Turn off "Refresh when open" from Pers doc in WEBI

building reports desktopintelligence
#1

I have reports developed in full client and viewed through WEBI.
Users dont want to click on the report to refresh the report everytime they open it from the corporate documents.
So I have turned the flag “on” to refresh when open. Works fine.
But, when users save the report in WEBI in their personal documents for future use and
try to open the saved report from personal documents, it refreshes again with the default selection criteria.
Users want the data saved at that point of time and not the latest data.
Is there a way to turn off the flag to “refresh when open” from WEBI when they save it in their personal documents?

Thanks,
Vinay

Vinay (BOB member since 2003-07-14)

#2

Click “Edit” then it will be opened in ZABO then go to the options turn off “Refresh on Open” then “Send to” “personal documents”

peetpio (BOB member since 2003-06-24)

#3

Thanks for your response.
Users dont have the permissions to edit the documents.
They dont have the full client or Zabo, as they are just Viewers.
Any ideas to do it from the WEBI itself?

Vinay

Vinay (BOB member since 2003-07-14)

#4

Your only option then is to turn off refresh on open when you publish (you will also probably want to purge the data providers as well) so when the user opens the report it is empty.

If that is not acceptable you may be able to write a VB program or something to use the busobj sdk to periodically (once a day on a schedule) open all the personal documents on the server and turn off refresh on open. If you are interested in this and do not have the resources you can contact me (piotrod@versifit.com).

peetpio (BOB member since 2003-06-24)

#5

Here is something I quick created with Delphi using business objects 5.1x SDK.

procedure TForm1.Button2Click(Sender: TObject);
var
  doc: IDocument;
begin
    bo.LoginAs(edtUser.Text, edtPwd.Text, false, edtDomain.Text);
    doc := bo.Documents.Open(edtDoc.Text, true, false, '', '');
    doc.AutoRefreshWhenOpening := false;
    doc.Save;
    doc.Close(boDontSave);
    showmessage('Done');
end;

constructor TForm1.Create(AOwner: TComponent);
begin
  inherited;
  bo := TBOApplication.Create(nil);
  bo.ConnectKind := ckNewInstance;
  bo.AutoConnect := false;
  bo.Visible := false;
  bo.Interactive := false;
end;

destructor TForm1.Destroy;
begin
  bo.Quit;
  bo.Free;
  inherited;
end;

peetpio (BOB member since 2003-06-24)

#6

I created a program using the business objects sdk (5x) that will update all the full client reports in a specified directory and set the “Refresh on Open” to False then save the report over the existing one. This program can then be scheduled to run every night with the windows scheduler (or another one) to update any documents that a user has saved to their personal documents.

This can be downloaded at:
http://www.geocities.com/peetpio/download_bosnr.html

View the readme.txt for more information.

peetpio (BOB member since 2003-06-24)

#7

If you would like to have this posted in BOB’s Downloads, have a look at the instructions in this topic. That’s completely up to you, of course. 8)

Dave Rathbun :us: (BOB member since 2002-06-06)