Form Navigation - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
Product
EcoSys
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Help
EcoSys Standard Version
3.01

Parameters

Run Time Parameters allow the users to filter the data in the form, each time the form is refreshed with a different parameter value. For any form that consists of data parameters, the parameter filters will appear at the top of the form screen.

Once the form is displayed, the user has the option to select from any existing filter parameters to narrow in on the applicable data. Commonly used filter parameters are:

  1. Click the ellipsis button found by hovering over the parameter in the green area of the screen. Make the appropriate selection.

  2. Click Refresh to reload the data.

Tools

The tool bar is in the top right corner of the form and is in the Green Bar. It consists of the following options:

  1. Select New to insert a blank record.

  2. Select Copy to duplicate the current record.

  3. Select Delete to remove an entire record from the Form. Click OK to confirm the deletion, otherwise click Cancel in the Popup that appears. Once saved, data cannot be retrieved.

  4. Select Refresh to reload the spreadsheet after using any filters or making changes to the data.

  5. Select Save to save all updates to the spreadsheet cells.