From data forms, you can use shortcut menu commands, which are displayed when you right-click in a form. Data forms provide the same right-click menu commands as data grids, however the availability of the menu commands depends on the cell status and your security rights.
Note: | When you perform any consolidation actions on data forms, the forms are not automatically refreshed after the consolidation process. When the consolidation process is complete, from the data form, click Refresh to refresh the data in the form. If you choose to refresh the data in a data form while consolidation is running, you must manually close the Running Task window. |
Table 11. Data Form Right-Click Menu Commands
| Menu Command | Description |
|---|---|
| Cell Text | View cell text. See Viewing Cell Text in Data Forms. |
| Intercompany Transactions | View intercompany transactions. See Drilling Through to Intercompany Transactions. |
| Linked Form | Navigate to linked forms. See Using Linked Forms. |
| Properties | View form properties. See Viewing Cell Information. |
| Force Calculate | For base entity, force calculation to run. See Calculating Data. |
| Force Calculate Contribution | For base entity, force calculate contribution to run. See Calculating Data. |
| Consolidate | For parent entity, consolidate entities. See Consolidate (Impacted Consolidation). |
| Calculate Contribution | For parent entity, calculate contribution. See Calculating Data. |
| Consolidate All with Data | For parent entity, consolidate every dependent entity within the consolidation path of the selected parent that contains data, regardless of its status. See Consolidate All with Data. |
| Consolidate All | For parent entity, perform calculations for every process unit within the consolidation path of the selected parent, regardless of its status. See Consolidate All. |
| Translate | Translate selected cells. See Translating Data. (only available if translation is available). |
| Force Translate | Force translation to run. See Translating Data. (only available if translation is available). |
| Lock | Lock data for a period. See Locking Data. |
| Unlock | Unlock data for a period. See Unlocking Data. |
| Manage Process | View process unit status. See Viewing the Process Control Summary. |
| Allocate | For base entity, allocate data from a source account to a destination account. See Running Allocations. |
| Source Transactions | View source transactions. See Viewing Destination and Source Transactions. |
| Destination Transactions | View destination transactions. See Viewing Destination and Source Transactions. |
| Entity Details | View entity details. See Running Entity Transaction Detail Reports. |
| Cell History | View cell history. See Viewing Cell History. |
| Run EPU | Run the Equity Pickup process. See Calculating Equity Pickup Adjustments. |
| Force EPU | Force the Equity Pickup process to run. See Calculating Equity Pickup Adjustments. |
| FDM | Drill through to source data through FDM. Only available if you loaded drillable regions for FDM. See Drilling Through to Source Data. |
| ERPI | Drill through to source data through ERPI. Only available if you loaded drillable regions for ERPI. See Drilling Through to Source Data. |