Table Actions can be applied and processed against downloaded Tables by using the buttons on the TAD Ribbon.
The table below contains the current list of Actions.
Actions | Description | |
---|---|---|
None | Default value and no action taken. | |
Add To Batch | Use this to add identified records into a batch. Refer to the Add To Batch feature. | |
Assign Batch Sequence | Assigns the Sequence # to each combination of Co, Month & Batch Id. | |
Clear Batch | Clears each Batch # in the combination of Co, Month & Batch Id. | |
Download | Downloads the specific worksheet. | |
Execute Delete | Deletes the identified records from the database. | |
Execute Import | Imports the identified records into the database. | |
Execute Update | Updates the identified records in the database. | |
Format Table | Formats data to avoid data issues when importing/updating. | |
Get Batch # | Assign a Batch # to each combination of Co & Month. This means you can list multiple Companies on the same sheet, and each will be assigned the next appropriate batch #. | |
Get Batch Errors | Generates a new sheet containing the batch errors. | |
Initialize Projections | Use this to create a JC Cost Projection batch based on identified job numbers. Refer to the JC Cost Projections process. | |
Post Batch | Posts each Batch # in the combination of Co, Month & Batch Id. The audit reports will not be generated in this process. If you want those reports, you must post the batches inside the system. | |
Refresh Projection | Use this to refresh the data for an existing JC Cost Projection batch. Refer to the JC Cost Projections process. | |
Run Package | Runs the package assigned to the specific table. This allows you to run multiple actions in sequence which can be useful for posting batches. | |
Script Delete | Creates the DELETE statements for each record. | |
Script Import | Creates the INSERT statements for each record. | |
Script Update | Creates the UPDATE statements for each record. | |
Validate Batch | Validates each Batch # in the combination of Co, Month & Batch Id. | |
Validate Delete | Validates that the records you are deleting will be successful. | |
Validate Import | Validates that the records you are importing will be successful. | |
Validate Update | Validates that the records you are updating will be successful. |
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