NextPro Technical Support ProLaw Tips

Adding Custom Fields to ProLaw Reports

We will be able to easily add in any custom tab fields, that are not a part of a cascade.
Here is an example of a cascade:

ProLaw Service List
ProLaw Service List

In order to use the information from a cascade you will either have to use a Lookup function or use a Subreport. Those are both advanced functions.
Let’s go back to the non-cascade types of fields on custom tabs. To enable them, please do the following.

  • Open any matter.
  • Custom tabs…
  • Check the Reports checkbox next to each custom tab you would like to be made available
  • OK.
ProLaw Custom Tabs
ProLaw Custom Tabs

Please go back into design of your report. Then proceed to:

  • Expand Datasets
  • Double click on the Matters dataset.
    • Alternately, right click on the Matters dataset – Dataset Properties
  • This will open the Dataset properties window.
ProLaw Dataset Properties
ProLaw Dataset Properties
  • Once this is open, you will notice a section that says Stored Procedure. This is usually selected for the main dataset on a report. If that is the case, then please click Refresh Fields.
  • OK

Now your custom fields will be available to use, much like the other fields that you were using before. Each custom field will be prefaced with the name of the custom tab it comes from.
There is one small problem, though. The fields are not necessarily in alphabetical order. Let’s fix that. Please go back into the Dataset properties.

  • Go to the Text option for Query type.
  • Enter in this SQL query.
    • SELECT 1
  • Hit Refresh Fields.
  • Go back to Stored Procedure.
  • Hit Refresh Fields.

Those fields will now be in alphabetical order

ProLaw Report Building Tips

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