Design toolbar

Excel > CCH Tagetik > Design > select existing form/create new form

Introduction

The design toolbar is shown when a form has been opened from the Design tab in the worksheet.

Buttons on the Design toolbar

Element	Description
Definition
	Form filters: opens a window to set the filters to be applied to all templates included in the selected form. See Form filters window.
	Tab filters: opens a window to set the filters to be applied to the selected template. See Tab filters window.
	Matrix: runs the Matrix Wizard to create a matrix based on the cell selected in the work desktop. See Matrix Wizard - Window structure.
	Query opens the Query Wizard to define an SQL query in the selected cell in the work desktop. See Query Wizard window.
	Cell field: opens the Cell fields wizard to create a cell field in the selected cell in the work desktop. See Cell Fields Wizard.
	Dictionary item: opens the Dictionary item window to create a dictionary item in the selected cell in the work desktop. See Dictionary Items window.
	Data processing: allows you to link data processing to the form and set parameters for it. See Setup & Admin - Data Processing window.
	Hyperlink: opens the Action List Wizard to create a hyperlink in the selected cell in the work desktop. See Action List Wizard window.
	Report list: opens the Report List Wizard to manage Report lists. See Report List Wizard window.
	Validation: opens the Validation window to define a validation expression in the selected cell in the work desktop. See Validations window.
	Slicer: opens a window to define a slicer in the selected cell in the work desktop. See New Slicer window.
	Index: opens the Report List Wizard to insert an index of the sheets in the current form. Useful for Report lists which publish the result on a single file and for all forms containing more than one template. See Report List Wizard window.
Overrides
	Editable cells preview: highlights cells on which editability rules have been set. The cell’s colour depends on the editability rule set on it. For more details on colour allocation, see Layout options details.
	Override content: overrides the content of an element of the matrix with the value entered by the user in the selected cell. See The Override content on cells function.
	Override editability: changes the editability of the cell of the selected matrix in the work sheet. For more details on the available options, see Editability.
Parameters
	Definition: opens the Parameters Definition window. See Parameters Definition window.
	Management: opens the Parameters Configuration window. See Parameters Configuration window.
Miscellaneous
	Cell properties: in the left-hand panel, opens the Cell properties tab showing information on the selected cell and filters in place.
	Form options: opens the Form options window to define the form’s graphical and functional properties. See Form options window.
	Export as an ad hoc form: exports the current form as an ad hoc form, in a folder chosen by the user.
	Structure check: checks that the form’s structure is correct.
	List of filters used: opens the List of filters used window showing a list of the form’s filters, templates and matrices.
	Save a copy in the table: only available in the design phase for ad hoc forms. Save a copy of the current form in the table.
Run
>	Run: generates a preview of the form in navigation mode.
>	Partial run: only available for Report lists. Runs and updates the data for some of the Report list’s form only.
>	Print Filters: generates a preview of the form, highlighting cells containing specific filters requested by the user.
>	Run Web preview: only for forms available as web forms. Generates a preview of the form on the web interface and activates navigation mode.
>	Run pivot preview: generates a preview of the form, displaying the content in the form of a pivot table. See Pivot tables.
Dashboard
	Definition: only available for forms with the Enable dashboard option active. Opens a window to define a dashboard based on the data present in the form template matrices. See Define Dashboard window.