Location: File Form
Prerequisites:
▪Form type.
Overview:
Use this menu to create all the forms that may be used in the scenarios of the financial tables, when there is a need of integration with Excel, so that the data of determined variables are searched for directly from a spreadsheet.
Specific buttons:
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Click on this button to create a new form. For further information on this operation, see the Creating a form section.
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Click on this button to edit the form selected in the list of records.
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Click on this button to delete the form selected in the list of records.
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Click on this button to view the electronic file of a form. Select the desired record before clicking on the button.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.
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Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.
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▪Use the "Search filters" to easily retrieve records based on specific information. ▪Remember that the association of forms to the scenarios of the financial table is performed through the Configuration Initiative Initiative type menu. |
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