Selection Panes
Selection Panes are panes in which the end-user can make necessary selections to generate a report or a form. Most times, selections need to be defined for a document to get the correct numbers in the report or form. For example, defining which period the document should be generated for, which unit the report should be generated for, or should the report be generated with a new worksheet for each selected unit, and so on.
What to do:
- Create the pane in the Pane Designer.
- Connect the pane to the template (either in the Pane Designer, Connect button in the ribbon, or in Templates, as can be viewed in image below).
- Make sure that the PANE worksheet exists in the template.
- Enter the control tags in the PANE worksheet (each text box, list, and check box control in the Pane Designer should be given a control tag ID).
Step 3 and 4 are not necessary. The program will automatically create a worksheet named PANE if it does not exist and insert the control tags of each selection made in the selection pane. However, this will only work if the designer uses the custom function CF_GETPANEVALUE in all references to the PANE worksheet. It is, though, often easier to design a template when having the PANE worksheet and all control tags in that worksheet, in order to view if links are correct and so on.
A selection pane can be connected to the template. However, it is not mandatory, it depends on the layout of the report/form:
When the end-user clicks the link to generate a document, the selection pane is first visible. The user need to make necessary selections before the report can be generated:
The selections made by the user will be inserted in the PANE worksheet in the document (in each control tag row) and the document will be generated. In order for the report or form to show correct values it is up to the designer to take care of the selections made by the user. In other words, the values that will be inserted in the PANE worksheet need to be linked into the template or the PARAM worksheet.