Transactional form columns page
Admin | 
Forms management tile > Elements > Form > select transactional from > (Attributes tab) Definition
Purpose of the page¶
This page allows you to manage the columns of the reference transactional form
IMPORTANT: a column can only be removed from the structure if it no longer contains any values.
Attributes tab
| Element | Description |
|---|---|
| # column | Defines the column's unique identification number. By default, this is the column number that exists in the elements table increased by 10. |
| Description | - Defines the description shown in the form as the column header. |
| Field | - Allows you to select or manually insert the field type to associate with the column. The following fields are supported: - dimension-type field. - text-type field (max. 50): columns with textual data that also allow the user to type amounts on any non-managed dimensions valid only in the FORM_DATI table. - amount-type field (max. 99): column with editable fields that may also contain formulas. With Type set to Data only, it is necessary to set columns with all the following fields: - Scenario - Period - Entity - Account - Category - Custom dimension 1... 5 (if managed) - Currency - Original currency - Amount - Original currency amount. IMPORTANT: In the absence of one or more of these columns, the system will return an error in the data entry step. |
| Type | Indicates the field type to calculate its attributes. - DIMENSION: (only for text-type fields) the field contains an element of a dimension (Account, Entity, etc.). - DIM_DES: (only for text-type fields) the field contains the description of an element of a dimension. - HIERARCHY: (only for text-type fields) the field contains a hierarchy. Only for free text-type fields. - AMOUNT: (only for amount-type fields) the field contains an amount. In this case, the column has the Monthly Splitting attribute by default. |
| Input type | Defines behaviour in the columns for data entry. - Optional: the entry of data associated with the column is optional. - Mandatory: the entry of data associated with the column is mandatory. - Read only: the column is visible but not editable. - Formula: the column contains a formula written in SQL language. When the form is run, the formula is not shown, but calculated directly on the server, and its result is shown. |
| Exceptions in insertion for account | With Field set to Text (from Text01 to Text50), Amount (from Amount01 to Amount99) or Date (from Date1 to Date 5). Allows you to define account-based exceptions on the input type defined on the column. If set to Yes, the Definition link is displayed to open the Input exceptions page to define the desired exceptions. Note: it is not possible to define exceptions for columns associated with CCH Tagetik dimensions. |
| Dictionary | (Only for columns with text- and amount-type fields) Allows you to associate a dictionary with the column (see Transactional form dictionaries page). |
| Default value/Formula | For all field values except for Date, Currency, Form, User, Entity, Origin. Allows you to define a default value for column fields. If the Input type is Formula, the following behaviours may take place: |
| Sorting | - Defines the order in which the columns are displayed in the form run step. - 1 Ascending - 1 Descending - 2 Ascending - 2 Descending - ... - 9 Ascending - 9 Descending Note: the number (1, 2, 3, etc.) defines priority in the order: the system sorts column "1" (ascending or descending) first, then column "2" (ascending or descending), and so on. |
| - Initial filter | - Defines the rule for creating an initial filter on the column. - No filter: does not create any initial filter. - Optional filter: single choice: the filter is optional and requires only one value. - Optional filter: multiple choice: the filter is optional and the user can set one or several values. - Mandatory filter: single choice: the filter is mandatory and requires only one value. - Mandatory filter: multiple choice: the filter is mandatory and it is possible to set one or several values. |
| Attributes to display | Defines the column attributes to be shown in the header. - (Only for text- and amount-type columns associated with a dictionary, or columns with entity, account, custom dimensions) Displays the description of the element. - (Only for text- and amount-type columns associated with a dictionary, or columns with entity, account, custom dimensions) Also displays the value of Attribute 1-5 associated with the element inserted in the column. |