Editing Data and Adding Records - EnterWorks - Precisely_EnterWorks - SmartTemplate_Pro - 2.2

EnterWorks SmartTemplate Pro

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > SmartTemplate Pro
Version
2.2
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks SmartTemplate Pro
Copyright
2023
First publish date
2007
ft:lastEdition
2024-03-02
ft:lastPublication
2024-03-02T01:56:45.183620

Editing Data

To edit an attribute value, click the value's cell. A tooltip will appear that states the data type of the attribute.

If the attribute has an associated code set, you can either select one or more values from its dropdown menu or enter the value manually. There are several ways you can open the dropdown menu:

  • Click the cell, then click the arrow on the bottom right of the cell. (This option is not available if the value is a repeatable group attribute.)
  • Click the cell, then click Code Set Lookup on SmartTemplate Pro's toolbar.
  • Right-click the cell, then scroll to the bottom of the menu, select SmartTemplate Pro, and select Code Set Lookup.
To enter a cell's code set values manually, type in the code or codes. If you have multiple values (a repeatable group attribute), separate them with the value separator (commonly a comma) and no spaces.

Depending on how your SmartTemplate Pro is configured, if you remove the value of an attribute then post the record, the value of the attribute may not be removed in the EnterWorks application. For more information, see the Administration Guide.

If you enter a value in a read-only attribute, including auto-generated primary keys, it will not be posted to the EnterWorks repository, even though SmartTemplate Pro may indicate it was successfully posted.

Add a Parent Record

Adding a parent record adds a record to the root repository. The parent record must be in a repository that has a child repository that is included in the template. To add a parent record:

  1. Either click the Add Parent Record button on the toolbar; or right-click a cell, select SmartTemplate Pro at the bottom of the menu, and select Add Parent Record.
  2. The cursor will be moved to the first row after the last row on the sheet, to the first attribute cell. Edit the record as desired.
  3. The record will be saved when you save the workbook, but it will not be uploaded to EnterWorks until the next time you post your data.

Add a Child Record

You can only add a child record to records belonging to repositories that have a child repository included in the template. To add a child record to a parent record:

  1. Put your cursor in one of the cells in the repository record you will be creating a child record for.
  2. Either click the Add Child Record button on the toolbar; or right-click the cell, select SmartTemplate Pro at the bottom of the menu, and select Add Child Record.
  3. If the cursor is in a cell of a repository which has at least one child repository, a dialog will appear to add a child record.
    • Selected Cell: The column and row number of the cell in the sheet. This is presented for informational purposes only.

    • Repository Name: The name of the repository in which the selected cell exists.

    • Select Child Repository: A list of the repository's child repositories.

  4. Select the desired child repository and click OK. The cursor will be moved to a cell in the child record. If this is the first child for the record, the cursor will be on the same row. If record already has children records, a new row will be added to hold the child record.
  5. Edit the record as desired. The record will not be added to EnterWorks until the next time data is posted.