Dimensions Detailing

To set up navigation from dimension element to object that details its value, use the Detailing item in the dimension's context menu. For example, clicking the dimension element as a hyperlink enables the user to navigate from a registry data entry form to another data entry form presented as a card where information about selected element is detailed.

NOTE. Make sure that the Load Only Active Sheet checkbox is selected to speed up data entry form opening in multisheet data entry forms used for detailing.

Set dimensions detailing for:

Sidehead dimensions. To do this, select the Detailing item in the dimension's context menu in the table area editor.
Shared heading dimensions. To do this, select the Detailing item in the shared dimension's context menu in the table area editor.

After the Detailing item is selected, the dialog box opens:

Set up properties:

Open Repository Object. Select the repository object in the drop-down list, to which you will navigate by hyperlink. The list is displayed as a tree with all repository objects that are available for selection: MDM dictionaries, regular reports, data entry forms. Only one object can be selected.
To quickly select an object, enter its name/identifier/key in the search box depending on display settings. Search is executed automatically while the searched text is entered into the search string. The list will display the objects, which names/identifiers/keys contain the entered text.
To set up displaying of repository objects in the list, click the Display Object button and select display option in the drop-down menu:
- Name. Objects are displayed with their names. Default option.
- Identifier. Objects are displayed with their identifiers.
- Key. Objects are displayed with their keys.
Several options can be selected. Identifier and key will be specified in brackets.
Create and Delete Dictionary Elements. To activate the Add Element and Delete Element buttons that are available:

On the Data toolbar tab.
In the drop-down menu of the Table main menu item.
In the table area element's context menu.

Select the Create and Delete Dictionary Elements checkbox. Use the buttons to add and delete elements in the table area containing dimensions with detailing. The element will be added to the dictionary root.

NOTE. When elements are added or deleted using the Add Element and Delete Element buttons, the table area is automatically refreshed.

Refresh Table Area on Closing Object. To refresh table area after closing the object, in which dimension elements were added or deleted, independently of object changes, select the Refresh Table Area on Closing Object checkbox. If the checkbox is deselected, the table area will be refreshed only if data was saved in the object. The checkbox becomes active after the Create and Delete Dictionary Elements checkbox is selected..

The Refresh Table Area on Closing Object property is executed on clicking the Save Data button in the main menu. If a custom button is used for saving data changes in a data entry form, add corresponding attribute in the posthandler JS-function:

function cbAfterSaveData(callback, args)

{

args.DataEntryForm.isChangedOnServer = true;

callback();

}

Custom Name. To explain created dimension with detailing, enter the name by selecting the Custom Name checkbox. The command is executed at the same time as the Create and Delete Dictionary Elements command. If the checkbox is deselected, the default name will match with the dimension name, for which detailing is set up.

NOTE. To set a custom name only for one table area dimension, the Add Element button will be renamed to the specified custom name.

Parameters. To set up sending parameters attributes between data entry form and repository object, select a parameter in the list. The list is displayed for objects with parameters. If the selected object has parameters, set values for the selected object parameters:

Value Type. Select one of the value setting methods: attribute value, form parameter, manually or do not send. The Do not Send method is selected by default.

NOTE. If the Do Not Send setting method is selected, values will not be sent.

Value. Select value that will be sent to the object parameter on form opening or on creating a record. Depending on the selected value setting method, the following are available:

Attribute. If the Attribute Value setting method is selected, all dimension attributes become available in the Attribute drop-down list.
Parameter. If the Form Parameter setting method is selected, all data entry form parameters become available in the Parameter drop-down list.
Value. If the Manually setting method is selected, the Value edit box appears where one or several dimension elements can be selected manually depending on the parameter type.

NOTE. To set up dimension detailing, set value for all repository object parameters or keep the Do not Send setting method, otherwise the OK button is disabled.

To save the specified properties and close the dialog box, click the Apply button. To close the dialog box without saving properties, click the Cancel button.

When a repository object is opened or an element is added, the specified parameter values will be sent to the object.

After setting up, elements of the dimension with detailing will be highlighted as hyperlinks. Clicking the element in the modal window opens the configured object, to which the specified parameter values will be sent. The modal window can be resized using the Expand button. Clicking the Expand button maximizes the window to fit the browser screen. Click the button again to return the window to its original size. The window can be closed using the Close button.