Bizview from insightsoftware

Bizview Functional Descriptions Overview
Bizview Functional Descriptions Overview This section contains detailed descriptions of special functionality in Bizview that is not included previously in the documentation. Functional Descriptions Note: Some of these descriptions are reused from older versions, and may or may not be accurate to the newest version of the function. #SECTIONn Scripts Selection Panes Drill Down Drop Down Audi...
Functional Descriptions
Functional Descriptions This section contains the following topics: #SECTIONn Scripts Selection Panes Drill Down Drop Down Dashboard Design Audit Trail AUTO_UPDATE XML_Invoice General Comments Note: Some of these descriptions are reused from older versions, and may or may not be accurate to the newest version of the function.
#SECTIONn
#SECTIONn Related Information Parameters PARAM worksheet with several #SECTIONn Several sections of reports and/or forms can be created within one template. Since one workbook in Bizview only can contain one template and sometimes the same template should show various types of reports, different #SECTIONs can be used. When using #SECTION in column A in the template, the designer can creat...
PARAM Worksheet with Several #SECTIONn
PARAM Worksheet with Several #SECTIONn Related Information#SECTIONn When the template contains several sections, the parameters in PARAM can be tagged to different sections or applied to all sections. The section tag should be stated directly after the parameter within brackets []. If the parameter is stated without any SECTION tag in column A, then it will apply to all sections in the tem...
Scripts
Scripts Related Information Script Editor Ribbon Scripts Events In addition to parameters in PARAM, column A, and row 1, a template script can be connected to the template. The connected script can contain several different functions/methods which can be used in the template when creating Custom Buttons or Events. The script is created in Script Editor and is written in C# language. You c...
Ribbon Scripts - Custom Buttons
Ribbon Scripts - Custom Buttons Related Information Script Editor Standard Scripts Template Scripts Ribbon Scripts are scripts that create custom buttons in the ribbon when the document is generated. These buttons can then be used to execute some function or other event. Bizview contains four standard scripts that can be used and linked to custom buttons in the form. In addition to the...
FUNCTION
FUNCTION Related Information Script Editor Ribbon Scripts Standard Scripts = mandatory for each custom button script For each custom button, a FUNCTION must be specified. The FUNCTION is the connection to the script written in the Script Editor and it is this parameter that defines what actually should happen when the end-user clicks the button. The application also supports four standard...
TEXT
TEXT Related Information Script Editor Ribbon Scripts = mandatory for each custom button script For each custom button, a TEXT property should be defined. The TEXT parameter is simply the text that should be shown for the button in the ribbon when opening the form/report. When adding or editing a custom button in Template Design, you need to add a Button Text property for the button, as ...
IMAGE
IMAGE Related Information Script Editor Ribbon Scripts = optional for each custom button For each custom button, an icon can be connected. The IMAGE parameter is simply a reference to an icon ID and the icon will be shown in the button in the ribbon. The icon should be preferably 16*16 and must e selected from the Image Library. If a custom button is created without an icon, the ribbon ...
TOOLTIP
TOOLTIP Related Information Script Editor Ribbon Scripts = optional for each custom button For each button in the Scripts worksheet, a TOOLTIP can be defined. The TOOLTIP parameter is simply a tooltip text that will be shown when the end-user hover over the button in the ribbon. When adding or editing a custom button in Template Design, you can add a Tooltip property for the button, as s...
VALIDATION_MESSAGE
VALIDATION_MESSAGE Related Information Script Editor Ribbon Scripts Standard Scripts = optional for each custom button A custom button can be defined to first show a confirmation dialog before the actual custom button function is executed. To include a confirmation message when a user selects the custom button from the ribbon, add a message in the Confirmation Message field in the Add New...
Generated Document
Generated Document Related Information Script Editor Ribbon Scripts Below is an example of a form with two custom buttons defined:
Standard Scripts
Standard Scripts Related InformationRibbon Scripts In addition to customized ribbon scripts written in Script Editor, some standard scripts can be used in templates when creating custom buttons in a form template: bv_AddNewRow - Standard script for adding new rows in forms. bv_AddEmptyRow - Standard script for adding an empty row in forms. bv_ApplyProposal - Standard script for applyin...
BV_AddNewRow
BV_AddNewRow Related Information Ribbon Scripts Standard Scripts ADDROW_FILTER CF_GETTABLE bv_AddEmptyRow In a FORM, a standard script can be used to create an "Add new row" button in the ribbon. Note: This script is only applicable to forms with expanded rows (EXPAND in column A). If end-users should be able to add new records in the form, then this script should be used to create a b...
BV_AddEmptyRow
BV_AddEmptyRow Related Information Ribbon Scripts Standard Scripts bv_AddNewRow In a FORM, a standard script can be used to add an "Empty new row" button in the ribbon. Note: This script is only applicable for forms with expanded rows (EXPAND in column A). If users should be able to add new records in the form, then this script can be used to create a button in the ribbon, or the scri...
BV_ApplyProposal
BV_ApplyProposal Related Information Ribbon Scripts Standard Scripts bv_RecallFormula If formulas are used in data cells in a form, and #ENTRY is used in order for the user to be able to change the proposed value, then the bv_ApplyProposal standard script should be used to make it possible to apply new proposals based on the previous formula in the cells. Cells with formulas in combinat...
BV_RecallFormula
BV_RecallFormula Related Information Ribbon Scripts Standard Scripts bv_ApplyProposal If formulas are used in data cells in a form, and #ENTRY is used in order for the user to be able to change the proposed value, then this standard script should be used to make it possible to apply new proposal based on the previous formula in the cells. Cells with formulas in combination with #ENTRY w...
Events
Events Related Information Template Scripts Script Editor Use Procedure in Event Descriptive Texts in Events Events are scripts (or procedures) that will trigger a specific action at a specific time. Events can either  be connected to public methods in a linked template script or to a procedure. For more information about how to use a procedure (SQLPROC & SQLDDL) in an event, see "use pro...
Using Procedure in Events
Using Procedure in Events Related InformationEvents There are two types of procedures, SQLDDL and SQLPROC. SQLDDL should return a SQL that runs when the procedure is completed, commonly used to return SQL creating temp tables. SQLPROC is used, but does not necessarily return any values. These procedures must be defined in the Event right panel in Template Design. This topic contains the fol...
Descriptive Text in Events
Descriptive Text in Events Related InformationEvents It is possible to add a descriptive text that displays for the user when the report/form is being generated. This feature is most useful if the event takes a long time to execute when opening a report/form, and therefore, you might want the user to know what happens by showing a more descriptive text. When editing or adding a new event fr...
Connecting Selection Panes to Template
Connecting Selection Panes to Template Related Information Pane Designer Pane worksheet CF_GETPANEVALUE System Administration - Pane Designer 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 pe...
Design Controls
Design Controls Related Information Selection Panes Pane Designer Data Views in Pane Designer Standard Pane Procedures The following controls can be used in the Pane Designer to create a Selection Pane: Dropdown Checkbox Datepicker Textbox
Dropdown
Dropdown Related Information Selection Panes Pane Designer Standard Pane Procedures The dropdown control in the Pane Designer inserts a list in the pane. Drag the dropdown to the desired place in the pane, as demonstrated below: The following properties can be changed for the dropdown control: Common Properties Data Bindings Common Properties After adding the dropdown to the plane, c...
Checkbox
Checkbox Related Information Selection Panes Pane Designer Standard Pane Procedures The checkbox control in the Pane Designer inserts a checkbox in the pane. Drag the checkbox to the desired place in the pane, as demonstrated below: The following properties can be changed for the Checkbox control: Common Properties Data Bindings Common Properties After adding the checkbox to the p...
Date Picker
Date Picker Related Information Selection Panes Pane Designer Standard Pane Procedures The Date Picker control in the Pane Designer inserts a box in which dates can be entered. Drag the checkbox to the desired place in the pane, as demonstrated below: The following properties can be changed for the Date Picker control: Common Properties Data Bindings Common Properties After adding th...
Textbox
Textbox Related Information Selection Panes Pane Designer Standard pane procedures The Textbox control in the Pane Designer inserts a box in which a text can be entered. Drag the textbox to the desired place in the pane, as demonstrated below: The following properties can be changed for the Textbox control: Common Properties Data Bindings Common Properties After adding the textbox to ...
Standard Pane Procedures
Standard Pane Procedures There are a couple of standard procedures in Bizview that can be connected to various controls in a Selection Pane: p_pane_objlist p_pane_versions p_pane_dimlists p_pane_objtree p_pane_timelists p_pane_break_objects p_pane_default_timevalue
p_pane_objlist
p_pane_objlist Related Information Pane Designer Dropdown p_pane_objlist is a standard script that can be used to fill lists in a selection pane with content. This script gets data from the object values saved in Bizview and will also automatically add any object value authorizations that are defined for the logged in user. This standard script does the following: Returns object values f...
P_Pane_Versions
P_Pane_Versions Related Information Pane Designer Dropdown The procedure p_pane_versions is a standard script that can be used to fill lists in a selection pane with content. This script gets data from the planning versions saved in Bizview and will also check if versions are active, open, and/or valid. When selecting the script in Pane Designer, the following parameters can be defined: ...
P_pane_dimlists
P_pane_dimlists Related Information Pane Designer Dropdown p_pane_dimlists is a standard script that can be used to fill lists in a selection pane with content. This script gets data from the object values saved in Bizview and will also automatically add any object value authorizations that are defined for the logged in user. This standard script does the following: Returns object values...
First Page
Back
For an optimal Community experience, Please view on Desktop