Form options window

Excel > CCH® Tagetik > Design > open form > Form options

Purpose of window

This window allows you to manage the general run settings and the layout and operational settings of the current form.

Window tabs

Element	Description
Run settings	Allows you to manage the form’s run and save options, the data processing run mode and the query run mode.
Layout options	- Allows you to manage the form’s layout options and use Tagetik styles.
Other options	- Allows you to manage specific operational functionalities of the form.

Run settings details

Element	Description
Data processing type
Run	Defines how the form and the application server interact. - Automatic (default): the system determines how the form interacts with the application server. - Synchronous: form interacts with the application server in a synchronous manner. - Asynchronous: form interacts with the application server in an asynchronous manner. This option is advisable for slow forms that take more than one minute to run.
Saving
Run data processing
Reporting engine	Defines the reporting engine to be used to run the form. - From configuration: the reporting engine is defined in advanced form settings (see Settings window). - Standard: engine suitable for forms with a high number of filters and form runtimes in excess of one minute (see Standard engine). - In memory: engine suitable for simpler forms that have advanced functionalities (see In-memory engine). Note: when the In memory engine is selected, the system warns the user that the concurrency settings will be reset, because they are specific to every type of reporting engine (see Types of reporting engine).
Concurrency
Concurrency level	Defines the maximum number of queries that can be run concurrently. - Default: the number of queries run concurrently is determined by the relative settings at the data processing level (see Data Processing page). - 1 overridden: manages queries as if they were concurrent, but runs them individually. - 1 (2, 4, 8, ...32): the system runs queries one at a time, two at a time, etc. The maximum number of queries cannot exceed the number set for the specific data process in the data processing table (see Data Processing page).
Elements to run concurrently	Defines what elements to run concurrently. - Templates + Queries - Templates + Matrices - Templates + Matrices + Queries - Templates
Advanced options: Run in memory	- Block size rows: maximum row size of the blocks of data retrieved from the database. - Size of the data loading threadpool: number of database connections established. - Size of the data processing threadpool: number of blocks processed concurrently.

Layout options details

Element	Description
Colours
Editable	Defines the background colour of editable cells.
Protected	Defines the background colour of protected cells.
Editable with IC allowed	Defines the background colour of editable cells that allow intercompany data.
With edit Transaction currency	Defines the background colour of editable cells that allow data in the transaction currency.
Layout rules
Lock output sheets in navigation	Allows you to make the form non-editable when opened in navigation mode.
Tagetik style	Allows you to select the Tagetik style to be used in the form (see Tagetik styles ).
Fields separator	- Allows you to select the separator to be used in row/column headers when they are made up of a concatenation of several fields.
Generate sheet names according to	Only for forms in which tab filters have been set up. Defines the rule according to which the names of the various sheets are generated. - Code: sheet names correspond to the code of the element used as the tab filter. - Description: sheet names correspond to the description of the element used as the tab filter.
Link the template name in the sheets	(Only for multi-template forms) Defines the conditions under which the template name must be concatenated to the sheet names. - Always - Never
Additional information on the headers	(Only for matrices with headers on dimensions for which additional Segment, FX rate, Reference FX rate or Weight type information has been defined) Allows you to configure the headers on which the additional information is displayed. - On all headers (default): the additional information is shown on all headers of the dimensions that support it, e.g. Code (SEG.) and Description (SEG.). - Only on the first header: the additional information is shown on the first header of every dimension that supports it, e.g. Code (SEG.) and Description. - Only on the last header: the additional information is shown on the last header of every dimension that supports it, e.g. Code and Description (SEG.). - On no header: additional information is not shown on any header. Note: additional information is shown between parentheses after the relative header. Note: the additional information is not shown if a dictionary item has been set on the row/column.

Other options details

Element	Description
Handle custom event callbacks with unprotected sheets	(Only with VBA macros that are associated with a custom event and modify protected sheets generated when the form is run) Allows you to temporarily unlock sheets and lock them again after the macro has been run. For more details on VBA macros, see Custom macros.
Refresh value after saving	Sets the form to automatically refresh when data entered in data entry mode are saved.
Automatically close the form after saving data	Sets the form to automatically close when data are saved.
Disable custom functions	Disables the use of custom functions when the form is run (see Parameters).
Enable Save zero values	Manage cell values of zero. - Active: when a 0 is entered in a form cell, the system creates the corresponding 0 value in the database. - Not active: the system ignores the 0 value and does not edit the database. IMPORTANT: it is not possible to enable the Enable Save zero values option and show data on a non-cumulative basis in the same form (see Periodic value calculation). IMPORTANT: when both the Enable Save zero values option and the Show zero values if the cells aren't defined option are enabled (see Matrix options tab), the system will also enter and save a zero value in cells with no value, provided they have not been edited directly by the user. IMPORTANT: When both the Enable Save zero values option is enabled and, on the process for which the form is being run, the Save data in form incrementally option is active (see Amount & Intercompany rules page), values that have already been saved on cells cannot be deleted, even if the value is zero.
Enableschanges made in data entry mode to be tracked.	Enables changes made in data entry mode to be logged. When the form is saved, information on the added/edited rows is saved on the LOG_PROSPETTO_DATA table. The system does not track changes related to transactional forms, intercompany declarations and gross amounts made via the interface, or data processing run when the form is saved. For more details on the table, see Data entry tracking log.
Drill down	Enables drill down functionality (see The drill down function).
Allow Drill down only on used dimensions	Enables drill down only on the dimensions used in the form (see The drill down function).
Tolerance threshold for the check operations	Allows you to set a threshold within which a validation check will not be reported as invalid (see Validations). The default value is 0.00000001.
Validation of Transactional forms when saving data	For transactional forms with which dictionaries are associated, this enables the validation of values assigned to columns when the form is saved. - Configuration: validation depends on the value assigned to the relative setting in form settings (see Form tab Detail). - Yes: allows you, for the current form, to override the setting defined in advanced form configuration and enable validation on saving. - No: allows you, for the current form, to override the setting defined in advanced form configuration and disable validation on saving.
Disable lock when reading values	- Manage the data processing lock in the database. - Configuration: the lock depends on the value assigned to the relative setting in form settings (see Settings window). - Yes: disables the database lock when reading data. - No: enables the database lock when reading data. IMPORTANT: removing the data lock allows the form to be run faster, but the accuracy of the data displayed cannot be guaranteed, e.g. if several users make changes to the same data simultaneously.