Setting Up Data Highlighting in Data Entry Form on Step Execution

To make working with data easier in data entry forms opened for view or edit during step execution in the process monitoring, one can use data highlighting.

The Example of Data Highlighting of Data Entry Form's Table Area, which is Based on a Standard Cube

Consider data highlighting setup in the example of the process with the Data Entry/Approval step. The step's data entry form contains a table area based on the standard cube Data on Diseases containing four dimensions: Calendar, Countries, Sex, and Facts. The data entry form and the process are linked by the Facts and Sex parameters.

Create parameters of the data entry form: Facts and Sex that are linked with corresponding MDM dictionaries Facts and Sex with single selection type:

Set table area structure:

Set up advanced filter for the fixed dimensions Facts and Sex to link with data entry form parameters. The example of setting up advanced filter for the Facts dimension:

Similarly set up advanced filter for the Sex dimension by linking the dimension with the Sex parameter of the data entry form.

To highlight data entry form data in the process monitoring mode, execute one of the operations:

NOTE. For the user who is responsible for step execution assign corresponding segment access permissions.

NOTE. After the link between the dimension and the segment is set up, dimension selection will depend on the values of corresponding parameters that determine process instance. Therefore at the same segment settings, a slice will be highlighted for one instance and not highlighted for other instance.

In this case data is highlighted because selection by all table area dimensions includes full selection by segment dimensions.

In this case data is not highlighted because selection by table area dimensions does not include selection by dimensions of the corresponding segment:

After the process is started, the monitoring window displays highlighted available data in the data entry form's table area for the process instance containing one element in parameter selection, during step execution. For example, the process instance: Facts - Recoveries per day; Sex - Women:

In this case, advanced filter in the Countries and Calendar dimensions does not affect data highlighting that is why one does not need to set selection in the Countries and Calendar dimensions.

The Example of Setting Up Data Highlighting in Data Entry Form's Table Area Based on a Cube View

Consider data highlighting setup in the example of the process containing the Data Entry/Approval step. The step's data entry form contains a table area based on the cube view containing three dimensions: Calendar, Countries, Facts. The Women element in the Sex dimension of the source cube is fixed. The data entry form and the process are linked by the Facts parameter. The data segment is inherited from the standard cube, on which the cube view is based.

Create the Facts parameter of the data entry form with single selection type:

Set table area structure:

Set up advanced filter for the Facts fixed dimension to link with the data entry form parameter:

To display highlighting in the data entry form during step execution, allow the user access to table area data for the Russia, Belarus, and Turkiye elements from May 1 to May 15 of 2021 by selecting corresponding elements in the Calendar dimension. To do this, set up a link between the segment dimension and process parameter for the step containing this data entry form:

After the process is started, the monitoring window displays highlighted data in the data entry form's table area for the process instance containing one element in parameter selection, during step execution. For example, the process instance: Facts - Recoveries per day:

In this case selection in the Sex fixed dimension of the cube view does not affect data highlighting that is why one does not need to set selection in the dimension of the Sex segment.