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Bizview v24.2 Enhancements

This topic describes the significant enhancements in Bizview v24.2.

Caution: Starting in Bizview v24.1, feature enhancements are no longer available to on-premise users.

Template Design Enhancements

This release introduces new features that enable Template Designers to easily configure different template properties so that their data can be analyzed in the generated Forms and/or Reports. Additional fields are now available when using single select, as well as bulk edit, in the new Data Bindings section of Template Design. New column settings include: Storable, Entry/No Entry, Spreadgroup, and Viewtag. New fields when editing row settings include the following: Data Rows, NOQuery, and Viewtag. Prior to this update, Template Designers had to manually enter the parameters in the worksheet; which is still an option! Any changes made directly in the worksheet are reflected in the right panel, as the two are now synced.

Important: The Template Design features listed below only apply to Reports and/or Forms that have the parameter NEW_DATA_BIND set to 'ENABLED'. For more information, see NEW_DATA_BINDING.

Filter Columns

Template Designers can now filter columns by type in the right panel so that they can select and make necessary bulk changes to them. Types include: Dimension, Measure, and Blank. This enhancement applies to both Reports and Forms.

To filter the Data View fields in the Columns drop box, select the filter icon:

Filter options display in a drop-down, as shown below:

Select the type of data view field from the drop-down. Bizview filters the columns listed in the drop box by the selected type, as demonstrated below:

Remove the column filters at any time by selecting Clear.

For more information, see Data Bindings (New Design).

Storable

The Storable property now displays in column settings, allowing you to apply the property to the columns in the worksheet via the right panel. This property is only available in Forms.

To add the storable property to a single column, select the pencilicon next to the desired column. Or, apply these changes in bulk by selecting the check box next to the columns and then select the pencil icon, as demonstrated below:

Bizview displays the settings for the selected column(s). By default, the Storable property will be turned off. To enable, select YES. Once the settings are applied, Bizview stores the value in the database and updates the value for column A parameter Storable in the worksheet, as shown below:

For more information, see Data Bindings (New Design).

Entry/No Entry

Entry/No Entry can now be configured in the Data Bindings section of the right panel in Template Design. Options include: ENTRY, NO ENTRY, and NONE. This property is available when editing both columns and rows, but is only applicable to Forms.

Entry/No Entry Columns

Important: If the Storable property is disabled, Entry/No Entry will not be available.

To define Entry/No Entry for a single column, select the pencilicon next to the desired column. Or, apply these changes in bulk by selecting the check box next to the columns you want to define Entry/No Entry for and then select the pencil icon, as demonstrated below:

Bizview displays the settings for the selected column(s). By default, the value for this optional setting is NONE. Select ENTRY or NO ENTRY and then select Apply, as shown below:

Upon applying the settings, Bizview updates the worksheet to display the ENTRY/NOENTRY tag in the COLTYPE row for the selected column(s) and displays it in the corresponding column settings in the right panel. If a viewtag exists, ENTRY will be linked to the viewtag with a #.

For more information, see #ENTRY, #NOENTRY, and Data Bindings (New Design).

Entry/No Entry Rows

Important: If the Data Rows property is disabled, Entry/No Entry will not be available.

To define Entry/No Entry for a row, select the pencil icon next to the desired row:

Bizview displays the settings for the selected row. By default, the value for this optional setting is NONE. Select ENTRY or NO ENTRY and then select Apply, as shown below:

Upon applying the settings, Bizview updates the worksheet to display the ENTRY/NOENTRY tag in the ROWTYPE column for the selected row and displays it in the corresponding row settings in the right panel. If a viewtag exists, ENTRY will be linked to the viewtag with a #.

For more information, seeENTRY#ENTRY, #NOENTRY, and Data Bindings (New Design).

Spreadgroup

This enhancement enables Template Designers to utilize the Data Bindings UI to define spreadgroups for columns in the template so that they can bind the columns belonging to the same spreadgroup in the template. This property is only available in Forms.

To add a spreadgroup to a single column, select the pencilicon next to the desired column. Or, apply these changes in bulk by selecting the check box next to the columns you want to add spreadgroups for and then select the pencil icon, as demonstrated below:

The Spreadgroup field displays the existing spreadgroup value for the selected column (when applicable), retrieved from the SPGROUP parameter defined in COLUMN A.

If this field is empty, enter a value in the Spreadgroup field. Or, select the data icon next to the Spreadgroup field to access a list of other spreadgroup values being used in the template. Once the settings are applied, Bizview stores the value in the database and updates the value for column A parameter SPGROUP in the worksheet, as shown below:

For more information, see SPGROUP and Data Bindings (New Design).

Viewtag

Template Designers can now define the columns and rows they want to show/hide when the template is run via the right panel. The Viewtag property is available when editing a single column or row, as well as bulk column edits. This property is available in both Forms and Reports.

Column Viewtags

To apply a viewtag to a single column, select the pencilicon next to the desired column. Or, apply these changes in bulk by selecting the check box next to the columns you want to add viewtags for and then select the pencil icon, as demonstrated below:

Bizview displays the settings for the selected column(s). Enter the viewtag in the field and select the plus icon. Once the settings are applied, Bizview adds the tag to the COLTYPE row for the selected columns in the worksheet, as shown below:

You will receive the following error message if the viewtag is not alphanumeric or if it contains characters other than an underscore:

Note: Spaces are automatically converted to underscores.

Additionally, you will receive an error in the form of a toast message if the viewtag is not unique (i.e. the viewtag already exists in the template).

If multiple tags exist for the row, they will be concatenated and separated by a #, such as ALL#DETAIL.

For more information, see VIEWTAG and Data Bindings (New Design).

Row Viewtags

To apply a viewtag to a row, select the pencil icon next to the desired row:

Bizview displays the settings for the selected row. Enter the viewtag in the text box and select the plus icon. Once the changes are applied, Bizview adds the tag to the corresponding row in the ROWTYPE column in the worksheet, as shown below:

You will receive the following error message if the viewtag is not alphanumeric or if it contains characters other than an underscore:

Note: Spaces are automatically converted to underscores.

Additionally, you will receive an error in the form of a toast message if the viewtag is not unique (i.e. the viewtag already exists in the template).

If multiple tags exist for the row, they will be concatenated and separated by a #, such as ALL#DETAIL.

For more information, see VIEWTAG and Data Bindings (New Design).

Data Rows

Template Design now includes the ability to define data rows within the right panel. Setting a data row indicates which rows are entry rows for registration, which previously, could only be done in the template itself. This property is only available in Forms.

To define a data row, select the pencil icon next to the desired row:

Bizview displays the settings for the selected row. The default value for Data Rows is NO. To enable entry in the row(s), select YES. Once the changes are applied, Bizview stores the value in the database and adds a DATA tag to Column A for the respective row(s) in the worksheet, as shown below:

For more information, see DATA and Data Bindings (New Design).

NOQuery

Template Designers can now define NOQuery type rows so that these values are hard-coded in the template, prohibiting Bizview from executing any queries for the rows when the template is run. The rows will only be used when saving data. This means that NOQUERY rows should always include DATA (DATA#NOQUERY). This property is only available in Forms.

Important: If the Data Rows property is disabled, NOQuery will not be available.

To define NOQuery, select the pencil icon next to the desired row:

Bizview displays the settings for the selected row. In the Auto Expand Rows section, select NO QUERY and then select Apply, like below:

Once the changes are applied, the tag NOQUERY will be written in the worksheet in the corresponding row in COLUMN A, along with a DATA tag separated by #, such as DATA#NOQUERY.

For more information, see and Data Bindings (New Design).

Inherit Doer/Responsible from Parent

Workflow Designer was enhanced to allow child steps to inherit their parent's Doer and Responsible. Prior to this release, you had to manually assign these roles using the Doer and Responsible drop-downs in Workflow Designer. Now, there are two new toggles, Inherit Doer from Parent and Inherit Responsible from Parent, that enable child steps to inherit the Doer and Responsible roles from their parent step. These options are available when creating a new step (object, task, and template), as well as updates made to existing workflows.

Important: Inherit Doer from Parent and Inherit Responsible for Parent toggles are only available for child steps, you still need to manually apply a Doer and Responsible role to the root/parent step. Likewise, the inherit options will be unavailable on child steps if there is not a Doer/Responsible already assigned to the parent step.

To utilize this feature on an existing step, select the step in Workflow Design. In the Step Settings in the right panel, access the Responsible section and select INHERIT in the Inherit Doer from Parent toggle, as demonstrated below:

Note: Edit multiple step settings at once by pressing CTRL on your keyboard and then selecting the individual steps. Or, press the SHIFT key to select every step in between the first and last step selected.

As you can see, selecting the INHERIT option automatically disables the corresponding Doer drop-down. If you prefer to manually select a Doer, you can change this setting at any time by selecting OVERRIDE and choosing a new Doer from the drop-down. The functionality is the same for the Inherit Responsible from Parent toggle. For more information on modifying step settings, see Object Step Settings, Task Step Settings, and Template Step Settings.

The Inherit from Doer and Inherit from Responsible toggles are also available when creating an object, task, or template step, as shown below:

The default setting is INHERIT. To manually choose a different Doer, select OVERRIDE.

For more information on step creation, see Insert Steps - Object, Insert Steps - Task, and Insert Steps - Template.

Preview Available Spreadkeys

A Spread Weight Visualization option was introduced to the Spreadkeys drop-down in Forms to enable the visual representation of the spread weight distribution. To visualize the spreadkey weights graphically in the right panel, double-click on the appropriate cell and select Spread Weight Visualization. Additionally, you can alter the spreadkey for a specific data row by selecting the bar graph radio button on the right panel. A search bar was also introduced to help locate the desired spreadkey distribution quickly.

Use the Spread Weight Visualization option to display the graphical representation of the spreadkey weights distribution on the right panel, as demonstrated below:

For more information, see Spreadkeys - Input and SPKEY.

Subtitle for Subtotals

The subtotal feature was enhanced to enable a Subtitles row above the Subtotal expand rows. The Subtitle row describes what is entered below it in the Expand rows. This feature is available in both Reports and Forms.

Sample example:

SUBTITLE_GROUP0: Subtitle: Accountgroup 1000

EXPAND: Account: 1001 - 1000kr

EXPAND: Account: 1002 - 2000kr

EXPAND: Account: 1003 - 1000kr

EXPAND: Account: 1004 - 1500kr

SUBTOTAL_GROUP0: Subtotal: SUM Accountgroup 1000: 5500kr

What's Fixed?

For more information on bug fixes, see Bizview v24.2 Resolved Issues.

Published:

Bizview v24.2 Enhancements

This topic describes the significant enhancements in Bizview v24.2.

Caution: Starting in Bizview v24.1, feature enhancements are no longer available to on-premise users.

Template Design Enhancements

This release introduces new features that enable Template Designers to easily configure different template properties so that their data can be analyzed in the generated Forms and/or Reports. Additional fields are now available when using single select, as well as bulk edit, in the new Data Bindings section of Template Design. New column settings include: Storable, Entry/No Entry, Spreadgroup, and Viewtag. New fields when editing row settings include the following: Data Rows, NOQuery, and Viewtag. Prior to this update, Template Designers had to manually enter the parameters in the worksheet; which is still an option! Any changes made directly in the worksheet are reflected in the right panel, as the two are now synced.

Important: The Template Design features listed below only apply to Reports and/or Forms that have the parameter NEW_DATA_BIND set to 'ENABLED'. For more information, see NEW_DATA_BINDING.

Filter Columns

Template Designers can now filter columns by type in the right panel so that they can select and make necessary bulk changes to them. Types include: Dimension, Measure, and Blank. This enhancement applies to both Reports and Forms.

To filter the Data View fields in the Columns drop box, select the filter icon:

Filter options display in a drop-down, as shown below:

Select the type of data view field from the drop-down. Bizview filters the columns listed in the drop box by the selected type, as demonstrated below:

Remove the column filters at any time by selecting Clear.

For more information, see Data Bindings (New Design).

Storable

The Storable property now displays in column settings, allowing you to apply the property to the columns in the worksheet via the right panel. This property is only available in Forms.

To add the storable property to a single column, select the pencilicon next to the desired column. Or, apply these changes in bulk by selecting the check box next to the columns and then select the pencil icon, as demonstrated below:

Bizview displays the settings for the selected column(s). By default, the Storable property will be turned off. To enable, select YES. Once the settings are applied, Bizview stores the value in the database and updates the value for column A parameter Storable in the worksheet, as shown below:

For more information, see Data Bindings (New Design).

Entry/No Entry

Entry/No Entry can now be configured in the Data Bindings section of the right panel in Template Design. Options include: ENTRY, NO ENTRY, and NONE. This property is available when editing both columns and rows, but is only applicable to Forms.

Entry/No Entry Columns

Important: If the Storable property is disabled, Entry/No Entry will not be available.

To define Entry/No Entry for a single column, select the pencilicon next to the desired column. Or, apply these changes in bulk by selecting the check box next to the columns you want to define Entry/No Entry for and then select the pencil icon, as demonstrated below:

Bizview displays the settings for the selected column(s). By default, the value for this optional setting is NONE. Select ENTRY or NO ENTRY and then select Apply, as shown below:

Upon applying the settings, Bizview updates the worksheet to display the ENTRY/NOENTRY tag in the COLTYPE row for the selected column(s) and displays it in the corresponding column settings in the right panel. If a viewtag exists, ENTRY will be linked to the viewtag with a #.

For more information, see #ENTRY, #NOENTRY, and Data Bindings (New Design).

Entry/No Entry Rows

Important: If the Data Rows property is disabled, Entry/No Entry will not be available.

To define Entry/No Entry for a row, select the pencil icon next to the desired row:

Bizview displays the settings for the selected row. By default, the value for this optional setting is NONE. Select ENTRY or NO ENTRY and then select Apply, as shown below:

Upon applying the settings, Bizview updates the worksheet to display the ENTRY/NOENTRY tag in the ROWTYPE column for the selected row and displays it in the corresponding row settings in the right panel. If a viewtag exists, ENTRY will be linked to the viewtag with a #.

For more information, seeENTRY#ENTRY, #NOENTRY, and Data Bindings (New Design).

Spreadgroup

This enhancement enables Template Designers to utilize the Data Bindings UI to define spreadgroups for columns in the template so that they can bind the columns belonging to the same spreadgroup in the template. This property is only available in Forms.

To add a spreadgroup to a single column, select the pencilicon next to the desired column. Or, apply these changes in bulk by selecting the check box next to the columns you want to add spreadgroups for and then select the pencil icon, as demonstrated below:

The Spreadgroup field displays the existing spreadgroup value for the selected column (when applicable), retrieved from the SPGROUP parameter defined in COLUMN A.

If this field is empty, enter a value in the Spreadgroup field. Or, select the data icon next to the Spreadgroup field to access a list of other spreadgroup values being used in the template. Once the settings are applied, Bizview stores the value in the database and updates the value for column A parameter SPGROUP in the worksheet, as shown below:

For more information, see SPGROUP and Data Bindings (New Design).

Viewtag

Template Designers can now define the columns and rows they want to show/hide when the template is run via the right panel. The Viewtag property is available when editing a single column or row, as well as bulk column edits. This property is available in both Forms and Reports.

Column Viewtags

To apply a viewtag to a single column, select the pencilicon next to the desired column. Or, apply these changes in bulk by selecting the check box next to the columns you want to add viewtags for and then select the pencil icon, as demonstrated below:

Bizview displays the settings for the selected column(s). Enter the viewtag in the field and select the plus icon. Once the settings are applied, Bizview adds the tag to the COLTYPE row for the selected columns in the worksheet, as shown below:

You will receive the following error message if the viewtag is not alphanumeric or if it contains characters other than an underscore:

Note: Spaces are automatically converted to underscores.

Additionally, you will receive an error in the form of a toast message if the viewtag is not unique (i.e. the viewtag already exists in the template).

If multiple tags exist for the row, they will be concatenated and separated by a #, such as ALL#DETAIL.

For more information, see VIEWTAG and Data Bindings (New Design).

Row Viewtags

To apply a viewtag to a row, select the pencil icon next to the desired row:

Bizview displays the settings for the selected row. Enter the viewtag in the text box and select the plus icon. Once the changes are applied, Bizview adds the tag to the corresponding row in the ROWTYPE column in the worksheet, as shown below:

You will receive the following error message if the viewtag is not alphanumeric or if it contains characters other than an underscore:

Note: Spaces are automatically converted to underscores.

Additionally, you will receive an error in the form of a toast message if the viewtag is not unique (i.e. the viewtag already exists in the template).

If multiple tags exist for the row, they will be concatenated and separated by a #, such as ALL#DETAIL.

For more information, see VIEWTAG and Data Bindings (New Design).

Data Rows

Template Design now includes the ability to define data rows within the right panel. Setting a data row indicates which rows are entry rows for registration, which previously, could only be done in the template itself. This property is only available in Forms.

To define a data row, select the pencil icon next to the desired row:

Bizview displays the settings for the selected row. The default value for Data Rows is NO. To enable entry in the row(s), select YES. Once the changes are applied, Bizview stores the value in the database and adds a DATA tag to Column A for the respective row(s) in the worksheet, as shown below:

For more information, see DATA and Data Bindings (New Design).

NOQuery

Template Designers can now define NOQuery type rows so that these values are hard-coded in the template, prohibiting Bizview from executing any queries for the rows when the template is run. The rows will only be used when saving data. This means that NOQUERY rows should always include DATA (DATA#NOQUERY). This property is only available in Forms.

Important: If the Data Rows property is disabled, NOQuery will not be available.

To define NOQuery, select the pencil icon next to the desired row:

Bizview displays the settings for the selected row. In the Auto Expand Rows section, select NO QUERY and then select Apply, like below:

Once the changes are applied, the tag NOQUERY will be written in the worksheet in the corresponding row in COLUMN A, along with a DATA tag separated by #, such as DATA#NOQUERY.

For more information, see and Data Bindings (New Design).

Inherit Doer/Responsible from Parent

Workflow Designer was enhanced to allow child steps to inherit their parent's Doer and Responsible. Prior to this release, you had to manually assign these roles using the Doer and Responsible drop-downs in Workflow Designer. Now, there are two new toggles, Inherit Doer from Parent and Inherit Responsible from Parent, that enable child steps to inherit the Doer and Responsible roles from their parent step. These options are available when creating a new step (object, task, and template), as well as updates made to existing workflows.

Important: Inherit Doer from Parent and Inherit Responsible for Parent toggles are only available for child steps, you still need to manually apply a Doer and Responsible role to the root/parent step. Likewise, the inherit options will be unavailable on child steps if there is not a Doer/Responsible already assigned to the parent step.

To utilize this feature on an existing step, select the step in Workflow Design. In the Step Settings in the right panel, access the Responsible section and select INHERIT in the Inherit Doer from Parent toggle, as demonstrated below:

Note: Edit multiple step settings at once by pressing CTRL on your keyboard and then selecting the individual steps. Or, press the SHIFT key to select every step in between the first and last step selected.

As you can see, selecting the INHERIT option automatically disables the corresponding Doer drop-down. If you prefer to manually select a Doer, you can change this setting at any time by selecting OVERRIDE and choosing a new Doer from the drop-down. The functionality is the same for the Inherit Responsible from Parent toggle. For more information on modifying step settings, see Object Step Settings, Task Step Settings, and Template Step Settings.

The Inherit from Doer and Inherit from Responsible toggles are also available when creating an object, task, or template step, as shown below:

The default setting is INHERIT. To manually choose a different Doer, select OVERRIDE.

For more information on step creation, see Insert Steps - Object, Insert Steps - Task, and Insert Steps - Template.

Preview Available Spreadkeys

A Spread Weight Visualization option was introduced to the Spreadkeys drop-down in Forms to enable the visual representation of the spread weight distribution. To visualize the spreadkey weights graphically in the right panel, double-click on the appropriate cell and select Spread Weight Visualization. Additionally, you can alter the spreadkey for a specific data row by selecting the bar graph radio button on the right panel. A search bar was also introduced to help locate the desired spreadkey distribution quickly.

Use the Spread Weight Visualization option to display the graphical representation of the spreadkey weights distribution on the right panel, as demonstrated below:

For more information, see Spreadkeys - Input and SPKEY.

Subtitle for Subtotals

The subtotal feature was enhanced to enable a Subtitles row above the Subtotal expand rows. The Subtitle row describes what is entered below it in the Expand rows. This feature is available in both Reports and Forms.

Sample example:

SUBTITLE_GROUP0: Subtitle: Accountgroup 1000

EXPAND: Account: 1001 - 1000kr

EXPAND: Account: 1002 - 2000kr

EXPAND: Account: 1003 - 1000kr

EXPAND: Account: 1004 - 1500kr

SUBTOTAL_GROUP0: Subtotal: SUM Accountgroup 1000: 5500kr

What's Fixed?

For more information on bug fixes, see Bizview v24.2 Resolved Issues.

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