How do remove a business process from a custom report? We have made a copy of a report and would like to associate it with a different business process that contains the same variables.
Unfortunately, there is not a way to remove a process from the report. If a process is deleted that was previously part of the Custom Report, you will prompted to edit that process out of the report, but if the process still exists, you can't remove it from the report. You can only add additional processes to an existing report.
You will need to create a new report and add only the process you want to report on (a copy will carry over the undesired process from the other report and you will not be able to remove it). I recommend taking screenshots of the existing report configuration, then creating a new report for the other process and using the screenshots to configure it the same as the other (except reporting on a different process).
Thanks for your response, Dustin. That's a bummer but we'll just create a new one. Laserfiche, can we put in a feature request for this type of functionality, especially if the processes contain the same variables?
Thanks,
Jen
No problem, Jen! Please be sure to mark the response as the answer.
Also, there is currently a Feature Request in for this functionality. I've referenced the link below; be sure to up-vote the Feature Request!
https://answers.laserfiche.com/questions/161837/Feature-Request--Remove-Form-Process-from-Report
Just add a filter to it to not be that process if you don't want to recreate it