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Data Entry panel

Excel > CCH® Tagetik > Data Entry

Purpose of the panel

This panel allows you to select and run a data entry form.

What it looks like

Element Description
A Action buttons
B Fields for selecting parameters
C Forms tree

Sections of the panel

Element Description
Run form selections Allows you to set the following for running the desired form: - the application database on which the form is saved - the process in which the form has been included - the step of the process with which the form is associated Note: the Group by step option allows you to group forms by step.
Forms tree Show list of available forms based on selections.

Buttons on the panel

Element Description
Refreshes the forms tree.
Opens the form in data entry mode.
Only enabled if a report list saved in the forms tree is selected. Only opens selected forms that are included in the report list (see Report list).
/ Lock/unlock form for editing. When the data entry form is locked, it can only be run in navigation mode.
Allows you to search the forms tree.
Allows the user to select the display mode for forms on the panel: with description only, with code only or with both description and code.