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Transactional form editor tab

Excel > CCH® Tagetik > Design > open form > Matrix > Transactional form editor

See How to access the windows for alternative paths.

IMPORTANT: this tab is only shown for transactional forms, when at least one element has been added to the local column filters tree in the Row/column filters tab.

Purpose of the tab

This window allows you to define the characteristics of the detailed data entry window of transactional forms. In particular, it allows you to manage the following:

  • Define the window’s tabs, give them labels and set the number of rows and columns.
  • Enable buttons to manage the form’s rows in the data entry phase.
  • Define the dimensions in terms of details window pixels.

The data entry window thus defined allows you to run data entry much more flexibly.

Once the characteristics of the details window have been defined from this tab, the user must define the tab of the window in which every column filter should be shown, and the column and row by setting the Transactional form editor column property (see Table of row/column filter properties).

Layout management options

Element Description
Use Transactional form editor Enable data entry management via the detail window.
Show buttons
Add In the data entry step, this shows the button on the row, allowing you to add a row below the selected row.
Edit In the data entry step, this shows the button on the row, which opens a detail window to edit the data on the row. See Transactional data entry details window.
Delete In the data entry step, this shows the button on the row, allowing you to delete the selected row.
Editor dimensions
Width Allows you to define the width in pixels of the detailed data entry window.
Height Allows you to define the height in pixels of the detailed data entry window.

Layout management buttons

Element Description
Add tab Allows you to create a new tab in the window, define its label and number of rows/columns.
Remove tab Removes the selected tab.
Rename tab Renames the selected tab.
Preview Shows a preview of the detail window. See Preview window.

Tab management tabs

Element Description
Rows Defines the number of rows of the detail window.
Columns Defines the number of columns of the detail window.