Sheets

What is a sheet?

Codification workbook types

Sheet properties

Cell right click menu

Creating and modifying sheets

Deleting a sheet

When to use a task codification?

What is a sheet?

The codification is built using a combination of sheets containing domains, sheets can be compared with the worksheets in an Excel workbook.

Tip:
A good code of practice is to setup the sheets first and the domains.
That way the sheets exist when you link the domains to the appropriate sheet.

Warning:
Read the documentation before exporting the workbook to Excel.
Read the "Exporting workbook to Excel" topic to find out more.

There are 3 types of codification workbooks:

• domain
• task type 1
• task type 2
  

Note:
By default two workbooks are defined - the domain workbook and a task workbook. A concept contains exactly one domain workbook, no new domain workbooks can be added, nor deleted.

Each sheet type can be a:

• main sheet (is also automatically the workbook) is the place where the codification is build.
  The authorization field/ object restrictions are all defined here and links can be made to the sub sheets.
• sub sheet (also called the child sheet) is mostly used to define authorization restrictions only for specific domains.
• divided sheet is a sheet that represents a field group.

Sheet properties

• Name: the given name to a sheet, note that this field is mandatory when creating a new sheet.
• Alias: another name for a sheet, if an alias is specified then it will be used when referring to it.
• Attributes some characteristics of a sheet:
  • Type: domain/task
    
  • Wildcard: domain validation and authorization lookup for the domains/tasks linked to this workbook will use this character as a wildcard.

Example:
Suppose that a master domain in an organization has an indicator (=key) "XXXX".
When the character "X" is filled in the wildcard textbox, it will be considered a wildcard for controlling domains.
If we want to create a new domain with an indicator "BXXX" under the master domain, it will be accepted, but if we add a new domain with an indicator "LXXX" under the domain "BXXX" it will be in conflict with the parent . Since B is not the wild card anymore all child domains of domain "BXXX" should start with "B"

• Use like lookup: authorization lookup will use like for the domains/tasks instead of perfect match.
• Workbook: link the sub sheet to a workbook (main sheet).
• Task type: type 1/type 2 (see more)
• Domains: list of the domains assigned to the sheet. (not editable here)

Cell right click menu.

Open : open the cell's values and authorizations form.

Refresh : refresh the content of the cell

Clear : remove the values or link from the cell, clear its contents.

File info : metadata on its most recent modifications and its creation.

Affected Domains :

• The menu item shows the domains icon.
• The affected domains menu item will open a dialog form.
• The form shows the domains that will get affected when modifying the current cell.
• The domains are shown in a tree view, just like in a domains decomposition.
• If it is a values cell and not a divided cell, the cell right click menu will be visible and available.
• The domain to be modified and affecting the other domains, is shown in bold.
• The children of the current domain that are affected are in regular text and have the domains icon.
• The parents of the current domain that are affected have the Sum of Childs icon.
• The domains that are in the tree view decomposition, but are not affected, have their text in italics.
• Pressing the Escape key will close the form.
• Pressing the Enter key will close the form.

Affected Roles:

• The menu item shows the single roles icon.
• The affected roles menu item will open a dialog form.
• The form shows an overview of roles affected when modifying the current cell.
• The roles are shown in a read-only table view.
• If it is a values cell and not a divided cell, the cell right click menu will be visible and available.
• Pressing the Escape key will close the form.
• Pressing the Enter key will close the form.

Creating and modifying sheets.

You can open the properties of a sheet by:

• Codification > Sheets (only here you can create new)
• Configuration> Master data > Sheets
• Right click on the workbook or (work)sheet select "Workbook properties" or "Properties".
  

Warning:
You can not change the type of sheet once their are rows (authorization field definitions) on the sheet.

Note:
If you ask for the properties of a divided sheet, the field group window will appear.

Deleting a sheet.

Before you can delete a (work)sheet all rows and domains should be removed from the worksheet.

Warning:
You can never delete the 2 system (work)sheets, they are always present.

When to use a task codification?

Sometimes an authorization field value in an authorization object is applicable in all domains, but differs depending on the task. For example only account types K and S apply for the task regarding Accounts Payable (A/P). This information can be stored in a task codification workbook.

There are 2 types of task workbooks:

• Type 1: the tasks are defined as domains and will appear in the column headers of the codification workbook.
  No restrictions in taskcode column are allowed, all values must be '*'.
• Type 2: there is only one domain allowed on the task workbook. The task restrictions are defined in the taskcode column of the workbook.

Note:
Sub sheets are only possible on a task workbook of type 1.

This document is up to date with version 10.0.3.81 of CSI Accelerator