Working with Cell edit - Comments

Inserting comments

Excel > CCH® Tagetik > Data Entry > open form > select editable cell > Cell edit > Comments/Attachments

The cells to which a comment is associated can be recognised in the form thanks to a red triangle positioned in the top-right corner of the cell. To view the comment, hover the cursor over the cell.

IMPORTANT: the comment is associated to the cell on which it is set and the cell is visible when the form is run with a specific combination of parameters. To save the comment on the database and make it visible to other users, the form must be saved. After saving the form, the comment is visible in all forms with the same filters as those used on the cell on which the comment was created.

Attaching documents to comments

Excel > CCH® Tagetik > Data Entry > open form > select editable cell > Cell edit > Comments/Attachments

  1. Select the desired comment and click Attach Document.
  2. In the window, click next to File and select the desired attachment.
  3. In Description enter the description of the attachment that the system will show when the cursor is hovered over the cell containing the comment.
  4. Click OK.
  5. Click Save.

Open an attachment

In the work desktop, click to the right of the desired cell.

Show comments on individual elements of a node

Excel > CCH® Tagetik > Data Entry > open form > select cell with comment > Hidden comments > Details

Hide comments on individual elements of a node

Excel > CCH® Tagetik > Data Entry > open form > select cell with comment > Hidden comments > Hide