Refresh Data and Groupings - 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

Refresh Data

Refreshing the data causes attribute values to be fetched from EnterWorks and written to the current sheet or a new sheet. If you chose to write the fresh data to the current sheet, it will overwrite any existing data in the sheet. No new template information will be downloaded from EnterWorks. The template's existing template structure will be used to configure the worksheet.

To refresh the data:

  1. Open the Refresh Data dropdown on the toolbar and select how many records to refresh:
    • Refresh 1000 Records: Fetches the attribute values for at most 1000 records in the root repository and their descendants, and writes them to the selected sheet.

    • Refresh All Records: Fetches the attribute values for all records in the root repository and their descendants, and writes them to the selected sheet.

  2. A warning will appear that asks you to confirm that you want to refresh the data, even though it will cause data in the current sheet to be overwritten. Click Yes to write fresh data to the current sheet, click No to write the fresh data in a new sheet, or click Cancel to cancel the operation.

Refresh and Validate Data

Clicking the Refresh and Validate button on the toolbar causes SmartTemplate Pro to retrieve the current attribute values and their records' validation status from EnterWorks and write them to the indicated sheet. No new template information will be downloaded from EnterWorks. The template's existing template structure will be used to configure the worksheet. If you chose to write the fresh data to the current sheet, it will overwrite any existing data in the sheet.

To refresh and validate the data:

  1. Open the Refresh and Validate dropdown on the toolbar and select how many records to refresh and fetch their validation status:
    • Refresh and Validate 1000 Records: Fetches the attribute values and validation status from at most 1000 records from the root repository and their descendants, then writes them to the selected sheet.

    • Refresh and Validate All Records: Fetches the attribute values and validation status of all records from the root repository and their descendants, then writes them to the selected sheet.

  2. A warning will appear asking you to confirm that you want to refresh the data, even though it will cause data in the current sheet to be cleared. Click Yes to refresh the data on the current sheet, click No to write the refreshed data in a new sheet, or click Cancel to cancel the operation.

Refresh Grouping

Clicking the Refresh Grouping button causes SmartTemplate Pro to reorder the rows on the sheet so that all children records appear directly below their parent records.