Filtering tab views by Reservation Type |
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(From Newsletter #48, Feb 2, 2020)
DISCLAIMER: This article involves Advanced Customizations, which can be technically challenging to get working and is not part of standard support. This is programming and must be done precisely or the results can be unpredictable. This information is provided as a service for those who have the technical skills to work through it -- we cannot help you solve any issues with getting it working. For more information about Advanced Customizations, see the full documentation:
https://campgroundmaster.com/help/overview32.html
While you can select Site Types, etc, for a tab view like On Site or Arrivals, there isn't a standard way to filter the tab views by Reservation Type. However it can be done using an Add-on Query. This is part of Advanced Customizations, not normally part of support, but it's pretty simple to do.
While not typically done, you can create a Query that has only a Filter Condition in it, without any actual data columns (of course if you already have a Query that you're using as an "Add-on query" for the On Site tab, then you can simply add the Resv Type condition to it).
For example:
1. Go to Maintenance / Advanced Customizations / Queries. Click Add Query.... it will prompt for the type, select List Query.
2. Enter a name like "Resv Type filter", and make sure the Base Table is "Reservations".
3. Click Edit Filtering Conditions, then Add New Condition. Type the condition as shown below, replacing "Normal" with the desired Reservation Type. Example:
Resv:Resv_Type = "Normal"
Note: Make sure the punctuation and spaces are exactly as shown (copy/paste from here if possible).
4. Click Save/Done/Close all the way out of that.
5. Now you need to select that Query in the On Site tab view. In the On Site tab, click Options. At the bottom, select the query you added above for the Query to Add.
Now it will only show that Reservation Type. Remember, though, that to get it back to showing all types you need to go back to Options and clear the selection for Query to Add. Of course you can set up as many other Queries as you want, with other Reservation Types or other conditions. Also remember that if you want to add additional fields to the query as well, then this must be combined with the filtering, since only one Query to Add can be selected at a time.
Important: For the On Site tab in particular, if you have the option "Include empty sites when sorted by site" selected, and sort by sites, it will still show all sites even if they contain a reservation that is excluded by the filter -- the filter would simply make them look empty instead of showing the reservation on them. The filter will work normally if you sort by a different column, however, since it will no longer contain empty sites.