Common User Topics

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  • Data Entry Forms

Data Entry Forms

 
The More4apps Wizards have data-entry forms to assist you when entering information into the worksheet.  They are optional and you can key directly into the worksheet cells.  However, if you use the data-entry forms you will have lists of values, searches and other validation available to you. 
 
If you choose not to use the data-entry forms your information will still be validated prior to upload.
 
The forms can be opened by placing your cursor on the row where you need to enter information, and then clicking on the relevant icon on the ribbon. 
 
You can also double-click in a cell in the worksheet and the relevant form will open.
 
The following table describes some common field types within the data-entry forms:
 
 
Field Type
 
 
Description/Functionality
 
 
Free Text Field
 
 
 
Key text directly into the field. 
 
 
Date Field
 
 
 
Key directly into the field or use the icon to select a date from the calendar.  The calendar will use the date format according to your ‘Regional Short Date Format’ setting on your PC. 
 
List of Values (LOV)
 
 
 
Use the dropdown arrow to select from the list.  You can also key first few characters directly into the field and arrow down through the options.
 
Descriptive Flexfields (DFF’s)
 
 
 
Descriptive Flexfields have complex validation according to the setup of your instance.  Click on the Flexfield icon and a separate form will open that enables you to enter/validate the information.
 
If the setup of your Descriptive Flexfield uses a ‘Context’ field, you will first need to select the context (and push Enter) before the rest of the fields will display.
 
Each DFF segment will be written into a separate column/cell in the worksheet. You need to have included all of the relevant DFF columns (that you are using) in the worksheet prior to entering the information. 
 
 
Search Fields with LOV’s
 
 
 
 
Some lists of values (LOV’s) are very long and require search criteria to be entered prior to populating the list.
 
Enter the criteria (first few characters) into the field. You can use % as a wild card.   Click on the ‘…’ icon.  Use the drop-down button to select from the list (it will return any values that meet the criteria entered). 
 
 
Key Flexfields
(KFF’s)
 
 
 
Key Flexfields have complex validation rules according to the setup of your instance.  Click on the ‘…’ icon and a separate form will open that enables you to enter/validate the information.
 
The resulting values will be concatenated together and written into one column/cell within the worksheet.
 
 
Time Field
 
 
 
Key time directly into the worksheet using the format
HH24:MM.
 
For example:
  09:00   is 9am
  17:00   is 5pm
 
 
Tabs
 
 
 
Many of the data-entry forms have tabs to separate the information into sections.  To switch between tabs simply click on the tab.
 
Up-and-Down Arrows
 
 
 
A few of the forms provide you with the ability to move up-and-down the records in the spreadsheet.  Clicking on the up arrow will move to the record above the current position of the cursor (and vice versa for the down arrow). 
 
Ok Button
 
 
 
The ‘Ok’ button will close the form and write the current information in the form to the worksheet.
 
Cancel Button
 
 
 
The ‘Cancel’ button will close the form and will not write any changes to the worksheet.  The information will revert back to what it was, prior to the form opening.
 
 
 
Mandatory fields will appear as yellow.
 
 
The table above describes the common field types/functions you will find within the More4apps data-entry forms.  Some Wizards may have additional field types or buttons not mentioned here, refer to the Product-specific Online Documentation under the ‘Products’ tab on the Company website https://more4apps.com.