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Action List Wizard window

Excel > CCH® Tagetik > Design > (left-hand panel) click form > > Hyperlink (in Design bar)

See How to access the windows for alternative paths.

Purpose of window

This window allows you to create the hyperlink and actions to be run once it has been opened.

Runnable actions

Element Description
Open form Allows you to set the opening rules for one or more target forms via a hyperlink on the source form. See The Open form window (Action List Wizard).
Open form specified in the next row/column (Only for web forms 2.0). Allows you to select one or more forms to be run, both in data entry and navigation modes, starting with the next row/column. Thus, a formula that returns the code of the form to be run can be inserted in the next row/column. In this mode, the parameters of the target form can only be inherited from the context.
Save Automatically saves the values of the target or source form when the user clicks the hyperlink. The form that is saved will depend on the position of the Save action in the list of actions to be run. Any data processing to be run on saving, as defined in the form, are run automatically immediately afterwards.
Print Not supported in web forms. Prints the target or source form on the predefined printer. The position of the Print action in the list of actions to be run determines the form to be printed Possible values for setting the print area to be printed by selecting the hyperlink: - All: all form content - Areas: only the content of the print areas, as defined in the form and indicated by the user - Print area: current print area defined for the form
Run macro Running Visual Basic macros defined in the form. Macros can be run in both the target form and the original form only if the Run macro action is nested in a form opening action. Macros are called up in the form by calling up their names. If the Run macro action is followed by other actions in the list of actions to be run, then Run macro will need to return True for those subsequent actions to be run.
Close form Closes a form when the hyperlink is selected. Depending on its position in the list of actions to be run, it closes the source or target form. It also locks the refresh form request set for other data processing inserted in the same hyperlink. If the form has been edited before the hyperlink is clicked, the form can be saved before closing.
Filters cycle Not supported in web forms. Allows you to repeat actions for every element of a certain filter. The filter must belong to the same dimension/hierarchy as the parameters defined in the forms recalled by the hyperlink.
Reporting .NET - Navigation - Drill-through Allows you to runs a drill-through query when the hyperlink is selected. See Drill-through queries.
Data processing Allow you to run data processing defined in the form. The data processing is added to the actions to be run when it is selected with the name that was attributed to it when created. See Data processing run from reporting.

Buttons

Element Description
Adds the selected action to the list of actions to be run.
Removes the selected action from the list of actions to be run.
/ Moves the selected action up or down in the run order.
Allows you to rename the link or change its settings for the selected action
Nests the action selected from the list of actions to be run within the previous action.