Setup

The following sections demonstrate how our three framework sections can be created for presenting an existing CubeView, Dashboard or Spreadsheet for data entry.

Selector Setup Steps

1. From the Data Entry 123 Dashboard home page select the Selectors icon and create the Selector Lists.

   

2. Member Filters will reference an XFBR when the list of values displayed should be based from another filter selection. PDUD1 Member Filter calls the UD1_ParamHelper which references |!sb1_DFM!| which holds the value chosen by the user for PDEntity.



3. Create the Selector Bars.

4. Create the Selectors for the Selector Bar and by assigning a Selector List and a Dim Parameter Name to each Selector.

NOTE: The Dim Parameter Name is the Cube POV. 

Calculation Setup Steps

1. From the Data Entry 123 Dashboard home page select the Calculations icon and set the name of the Calculation List.

2. Create the Calculations as a Business Rule or an Expression calculation type.

   If an Expression type is selected, create the Expression(s) for the calculation.

   

Forms Setup Steps

1. From the Data Entry 123 Dashboard home page select the Forms icon and create a Form Group.

2. Create the form.

   1. Assign the form CubeView, Dashboard or Spreadsheet.

   2. Assign the Selector Bar and Calculation List to the form.

      

3. Select Form Usage and create the Form Set.

4. Assign the Form Group as Form Set Members.

Workspace Data Entry Setup

Steps 5 through 8 provides the detail to setup the data entry from a Workspace. If the data entry is setup as Form Input, skip these steps and proceed to Step 9.

1. Find the Application tab and select Workflow Profiles.

2. Create or access an existing Workflow Profile.

   1. Change the Workflow Name to Workspace

   2. For the Workspace Dashboard Name select DE123AsWorkspace – Data Entry 123 (Workspace) from the list of Dashboards.



3. Navigate back to Data Entry 123 select the Forms icon and then the Form Usage icon.

4. On the Workflow Assignments tab.

   1. Select the Workflow Profile from Step 6.

   2. Select the Scenario Type.

   3. Assign the Workflow Assignment to the Form Set created in Step 3.

The Workspace has been setup for this Form Group.

Form Input Data Entry Setup

1. Navigate to Application – Form Templates.

2. Create a Form Template.

   1. Set DE123AsForm_DFM as the Dashboard.

   2. Set WrapperFormSetName_DFM=”name of the Form Set created in Step 3”.

      

3. Navigate to Application - Workflow Profiles.

4. Create or access an existing Workflow Profile.

   1. Change the Workflow Name to Form Input.

   2. For the Input Forms Profile Name select the name of the template profile created in Step 10.

      

5. Navigate back to Data Entry 123 select the Forms icon and then the Form Usage icon.

6. On the Workflow Assignments tab.

   1. Select the Workflow Profile from Step 12.

   2. Select the Scenario Type.

   3. Assign the Workflow Assignment to the Form Set created in Step 3.

      

The Form Input has been setup for this Form Group.

Required Form Input Data Entry Setup

Data Entry 123 created Forms can be designated as Required or Optional within Form Templates and then presented to the user within Workflow Profiles to record necessary data values. 

1. Create a Form Template.

   1. Set DE123AsSingleForm_DFM as the Dashboard.

   2. Set Form Requirement Level as Required.

   3. Set WrapperFormGroupName_DFM=[”Form Group Name”]

   4. Set WrapperFormName_DFM=[”Form Name”]