Blitz Report Assignment Upload  Help

Blitz Report Assignment Upload creates, copies, changes, disables and deletes Blitz Report assignments from Excel: the records that make a report available (Include) or remove it (Exclude) at Site, Application, Request Group, Responsibility, User, Form or Function level, including user restrictions and form parameter defaulting.

When to use it

• Make reports available to additional applications, request groups, responsibilities, users, forms or functions in bulk.
• Copy the seeded Application level assignments to your custom applications: download them, replace the application names and upload the file again.
• Restrict an assignment to named users, or add an Exclude assignment to remove access that a broader Include assignment grants.
• Disable or delete assignments that are no longer needed.
• Maintain form parameter defaulting, so that a report started from a form takes parameter values from the form’s fields.

Before you start

• The reports and the assignment targets (applications, request groups, responsibilities, users, forms, functions) exist.
• Assignments of uploads and system reports can be changed only with Blitz Report Access set to System.

Step 1 – Set the parameters

Open Blitz Report Assignment Upload in Blitz Report and set the parameters:

Step 2 – Run to download the Excel file

Click Run. The Excel file downloads and opens with one row per existing assignment (in Create, Update mode), one row per report, or an empty sheet.

Step 3 – Enter or change the assignments

For a new assignment enter the Report Name, Include Exclude (defaults to Include), the Assignment Level and the Assignment Value (the application, request group, responsibility, user, form or function). Request Group, Responsibility and Form assignments also need the Description, the application that identifies the value; it fills in automatically when the value is unique.

An assignment is identified by its report, level, value, Description and Form Block. On a downloaded row, change Include Exclude, Disabled, Users or the form parameter columns to update it. Changing the level, value or Description creates a new assignment and keeps the original, although the row shows Update: this is how you copy assignments to other applications or responsibilities.

• Users: a comma-separated list of user names restricts an Include assignment at Application, Request Group, Responsibility, Form or Function level to those users.
• Disabled: Yes deactivates the assignment; blank keeps or makes it active.
• Delete: Yes deletes the assignment. On a row with a Parameter Name it deletes only that parameter default.
• Form level only: Form Block limits the assignment to one block of the form. Parameter Name with either Block Name and Item Name or a Constant Value defaults that report parameter when the report is started from the form; Id or Value says whether the form item holds the parameter’s id or its displayed value.

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and saves the file. Correct any rows it flags before uploading.

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. This submits the upload request, which creates, updates or deletes each assignment.

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and message (Record created, Record updated or Record deleted).

What’s produced

• Blitz Report assignments created, updated, disabled or deleted, with their user restrictions and form parameter defaults.
• A result report listing every row with a status (success or error) and a message.

Common questions

I changed the Assignment Value of a downloaded row and the Action says Update. Why was a new assignment created?
The value is part of what identifies an assignment. When no assignment matches the changed row, the upload creates one and leaves the original unchanged. Delete the original with a separate row if you want to move rather than copy it.

How do I deactivate an assignment without deleting it?
Set Disabled to Yes. Clear it again to reactivate the assignment.

How do Include and Exclude assignments combine?
A report is available where an active Include assignment applies, unless an active Exclude assignment also applies, at the same or any other level.

Why is a Description required for some rows?
Request group and responsibility names can repeat across applications, and forms are registered per application. The Description names the application of the value.

Can I maintain assignments of uploads?
Only with Blitz Report Access set to System. Otherwise rows for uploads and system reports are rejected.

Troubleshooting