Configure Transactions Editor

You can allow users to view and edit their business data in a Transaction Services-enabled document, using the options in the Configure Transactions Editor. To do so, you must link a Transaction Services report to a grid, or text fields in a panel stack. Data from the input objects defined in the Transaction Services report is displayed in the grid or text fields for users to edit. For detailed steps to create a Transaction Services-enabled document, see the Report Services Document Creation Guide.

For an introduction to transactions, see the Report Services Document Creation Guide.

Prerequisites

You must have the Transaction Services product.
You must have the Web Configure Transaction privilege.
This procedure assumes the Transaction Services report you want to link to the grid or text fields has already been created. This Transaction Services report must contain the input object for each value you want to allow users to change. For steps to create a Transaction Services report, see the Advanced Reporting Guide.
This procedure assumes that you have already created the document with one of the following:

A Grid/Graph that contains a separate attribute form or metric to link to each input object on the Transaction Services report that you want to make editable to the user. Each attribute form you want to link to an input object must be visible in the Grid/Graph. The Grid/Graph should be displayed in Grid View. For steps, see Adding a Grid/Graph to documents.
A panel stack that contains a text field to link to each input object on the Transaction Services report.

Right-click the Grid/Graph or any of the text fields in the panel stack, then select Configure Transaction. Navigate to and select a Transaction Services report, then click OK. The Configure Transactions Editor opens.

The following options are available:

Transaction Report: The name of the Transaction Services report you selected is displayed in the field. To select a different report, click Browse (...) , then navigate to and select the transaction report.
Auto-recalculate subtotals and derived metrics: Determine whether to automatically recalculate subtotals and derived metrics when a user finishes editing a value in a grid linked to a Transaction Services report. This option is only available for grids.
Mark rows for selection: Determine whether to display a check box beside each row of data in a grid, to allow the user to choose which values to use to update their data. This option is only available for grids.
Control Properties: You can determine how the control used to display each input object is displayed using the Control Properties options. The options are:

Transaction Input: The name of each input object in the Transaction Services report is automatically displayed in the Transaction Input column.
Grid Object: Select the attribute form or metric you want to link to the input object. Each input object must be linked to a separate attribute form or metric. This option is only available for Grid/Graphs.
Field: Select the text field you want to link to the input object. Each input object must be linked to a separate text field. This option is only available for text fields.
Editable: Determine whether the user can modify the value displayed in the control.
Control Style: Determine the type of input object control to display, such as a Text Box or Slider. This option is only available if the Editable check box is selected. Click the Properties icon to display the Control Properties, then select the appropriate formatting options for the control. The table below contains a list of the formatting options available for each control style.

Click OK to save your changes.

Control Style	Steps to Format
Text Field The Text Field control displays as a text field in Web, on the iPhone, and on the iPad	To specify the maximum number of characters that can be typed into the text field, type the number of characters in the Maximum Length field.
Text Area The Text Area control displays as a text field in Web, on the iPhone, and on the iPad	You can choose to replace the control with an image and display the control only when the user clicks the image. Select the Show icon when collapsed check box. This option is only available when the Show by default check box is cleared. To display a preview of the text in the Text Area control, select the Preview check box, then type the number of characters to display in the field. To specify a width for the control, type the width in inches in the Width field. To specify the maximum number of characters that can be typed into the text field, type the number of characters in the Maximum Length field.
Switch The Switch style displays as: A check box in Web An on/off switch on the iPhone or iPad	To specify the value used for the input object when the switch is in its off position, type the value in the Off Value field. To specify the value used for the input object when the switch is in its on position, type the value in the On Value field.
Time Picker The Time Picker style displays as: An interactive clock display in Web A wheel-style prompt on the iPhone or iPad	Type the time interval to display between each value in the Interval field, in minutes. For example, if the Interval is 5, users can select 5:00, 5:05, and so on.
Calendar The Calendar style displays as: A calendar in Web Dates on a selectable wheel on the iPhone or iPad	To specify the earliest date a user can choose in the calendar, select the Minimum value check box, then click the calendar and select the date. To specify the latest date a user can choose in the calendar, select the Maximum value check box, then click the calendar and select the date.
List The List style displays as: A drop-down list in Web A wheel on the iPhone A list on the iPad	You can choose to display the list automatically when the document is viewed, or display the list only when a user selects its grid cell or text field. Do one of the following: To display the list automatically, select the Show by default check box. To display the list when its grid cell or text field is selected, clear the Show by default check box. To specify a width for the list, select the Width check box. In the field, type the width in inches. You can choose to automatically generate the values displayed in the list, or manually determine which values are displayed to the user. If you choose to determine the values manually, you can specify the text displayed for each choice that is presented to the user, and the value to use to update, insert, or delete data when the user selects the choice. Select one of the following under Input Values: To display automatically generated values, select Calculated. To specify the lowest selectable value in the list, type a value in the Minimum value field. To specify the highest selectable value in the list, type a value in the Maximum value field. To specify the interval displayed between each value in the list, type a value in the Interval field. For example, if the minimum value is 0 and the Interval is 10, users can specify 0, 10, 20, 30, and so on. To use manually entered values, select Manual. Perform the following steps: In the Value field, type the value you want to use when the choice is selected. In the Label field, type the text you want to display for the choice to the user. To add additional choices to the list, click the Add icon . A new choice is added to the list. To delete a choice from the list, click the Delete icon next to the choice. Repeat the appropriate steps above for each value you want to display. By default, when the text field or grid cell of the list is set to a value for which no label is defined in the Control Properties, the list is displayed as blank and no value is selected. You can specify text to display in the list instead. To do so, type the text you want to display in the first field in the Label column, next to the word Unset.
Slider The Slider style displays as a slider in Web, on the iPhone, and on the iPad	You can choose to display the slider automatically when the document is viewed, or display the slider only when a user selects its grid cell or text field. Do one of the following: To display the slider automatically, select the Show by default check box. To display the slider when its grid cell or text field is selected, clear the Show by default check box. To specify a width for the slider, select the Width check box. In the field, type the width in inches. You can choose to automatically generate the values displayed in the slider, or manually determine which values are displayed to the user. If you choose to determine the values manually, you can specify each value displayed on the slider. Select one of the following under Input Values: To display automatically generated values, select Calculated. To specify the lowest selectable value in the slider, type a value in the Minimum value field. To specify the highest selectable value in the slider, type a value in the Maximum value field. To specify the interval displayed between each value in the slider, type a value in the Interval field. For example, if the minimum value is 0 and the Interval is 10, users can specify 0, 10, 20, 30, and so on. To use manually entered values, select Manual. Type each value you want to display on the slider in a field in the Enter values column. You can click the Add icon to add additional fields, or click the Delete icon to delete a value.
Toggle The Toggle style displays as a button in Web, on the iPhone, or on the iPad	In the Value field, type the value you want to use when the image is selected. Type the location of the image to display in the Image Source field. You can specify the location as: An http reference to a central Web server machine, such as http://microstrategy/Test/myimage.jpg. Intelligence Server and Desktop must both be able to access the machine. A full path to the image on a shared network drive, such as \\my_computer\shared\myimage.jpg. All users, Intelligence Server, Desktop, and the web server must be able to access the drive. A partial path, such as Images\myimage.jpg. The image must be copied in all of the following folders: Desktop\Images Intelligence Server\Images Web\Images To add additional images to the toggle button, click the Add icon . A new row is added to the list of images. To delete an image from the toggle button, click the Delete icon next to the image you want to delete. Repeat the appropriate steps above for each image you want to add to the toggle button. By default, when the text field or grid cell of the toggle button is set to a value for which no image is specified in the Control Properties, the toggle button is displayed as a blank space and no value is selected. You can specify an image to display for the toggle button instead. To do so, type the location of the image (as described above) in the first field in the Image Source column, next to the word Unset.