Adding a Worksheet detail data entry page

Worksheet detail lines are available on relational applications.

Worksheet detail data entry enables Budget Holders add supporting data to the data entry lines. For example, you can specify detailed entries for an expense schedule line. These details are automatically summed and the sum written to the database. Later, the user can return to the Worksheet Detail data entry form to review or edit entries.

By default, up to 97 data entry lines are supported for each Worksheet detail data entry page, with 3 additional header lines.

In order to support Worksheet detail data entry for users, several procedures must be completed.

  • The data entry views that support Worksheet Detail lines require some fine-tuning.
  • The data entry view must access a template that includes information to support Worksheet detail data entry.
  • Define the hierarchies and members to support the detail data entry. This is done through the Worksheet Detail Administration page or SQL scripting.
  • You must create a writeback view in View Manager.
  1. Open the Navigation Administration page.
  2. Click the Design Navigation tab.
  3. Right-click a folder or an existing page and select Add Page. You can add the page as a child or as a sibling.
  4. Specify the name for the page in the Default Name box.
  5. Specify the URL for the page.
  6. Browse to the image to use for the thumbnail view.
  7. Browse to the image to use in the preview window.
  8. Select the groups that should have access to the page. Select the Inherited check box if you want the page to inherit permissions from its parent so you do not need to set individual permission on the page.
  9. Click Create.

Example

You must specify the w option.

/CPM/Workstation/TPLDisplayView.aspx?View=CT BDE Expenses&Form=Expenses Budget Entry&Options=pcrexyvazwf