Enabling Year-to-Date (YTD) Data Input in Forms

In addition to using Groovy rules for YTD data entry, you can enable YTD Data Input using the Enable YTD Data Input option in data forms. The option allows you to enter data directly to the FCCS_YTD member in the form. ThePostFormSave business rule for FCCS_YTD is provided to allow you to enter YTD data. You can check the status of the rule in the Job console. Rules attached in the form are executed after the Save operation.

Audit tracking is also enabled by default for FCCS_YTD Data Entry.

When you enable this option, you can enter and view YTD data in forms at the same row/column without the need to include both the YTD and YTD_Input View members in the form.

Note: The Enable YTD Data Input option is displayed for all application types, however it is only available for use with Dense/Sparse optimized (DSO) applications.

To enable YTD data entry in forms:

  1. Create a new form or open the existing data form for which you want to enable FCCS_YTD data input.
  2. From the Actions menu, select Edit.
  3. Select the Layout tab.

    Make sure the View dimension is in the POV or Page layout, and not in Rows/Columns.

  4. From Grid Properties, under Other, select the option: Enable YTD Data Input.

  5. Save the form, then reopen it and if it matches all the criteria to enable FCCS_YTD data entry, you can enter data in the FCCS_YTD member.

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Security Considerations

In PostFormLoad, the FCCS_YTD member will have exactly the same Read-only status as the FCCS_YTD_Input member. This means that FCCS_YTD security settings will be overridden by those of FCCS_YTD_Input as shown in these examples, with a few exceptions shown in the last two examples.

Table 18-9 Example 1

Member User Security access Effective access to forms
FCCS_YTD_Input Power User Write Write
FCCS_YTD Power User Read

Table 18-10 Example 2

Member User Security access Effective access to forms
FCCS_YTD_Input Power User Read Read
FCCS_YTD Power User Write

Table 18-11 Example 3

Member User Security access Effective access to forms
FCCS_YTD_Input Power User None Read
FCCS_YTD Power User Write

Table 18-12 Example 4

Member User Security access Effective access to forms
FCCS_YTD_Input Power User Write None
FCCS_YTD Power User None