MicroStrategy ONE

Organizing transactions with tables on iOS devices

A transaction-enabled document contains embedded write-back functionality for the purposes of decision-making or initiating a transaction. Transaction Services-enabled documents allow you to update, delete, or create new entries in your database from within your Mobile app.

If you have multiple input object controls on a document displayed on an iOS device, you can create a transaction table to group and organize those controls. For general background information on transaction-enabled documents, including the prerequisites needed to work with them, see the Transaction-enabled Documents chapter of the Report Services Document Creation Guide.

You can create a transaction table that is displayed at all times in the document, or that pops up as an Information Window when a user taps an object.

The image below gives an example of a transaction table in an app for store inspectors. The inspector fills in all the fields to complete the transaction table, and then taps Submit to submit the changes.

The high-level steps to create and enable a transaction table are described below:

  1. Create a transaction table, as described in Creating a table.

  2. Link the transaction table to a Transaction Services-enabled report. Data from the input objects defined in the Transaction Services report is displayed in the table cells for users to edit.

  3. Link each input object on the Transaction Services report to a cell in the transaction table.

  4. Determine what type of input object control is displayed to users when they view the Transaction Services-enabled document. Analysts use these input object controls to edit the data displayed in a document. For example, users can type text in a text field, turn a switch on and off to specify a numeric value, select a value from a list, and so on.

    5. The following input control types are displayed as a list in a transaction table:

    • Check box

    • Likert Scale

    • Radio List

    • Toggle

    Only the MicroStrategy Mobile-specific procedure for creating a transaction table is included in this guide. For detailed procedures for the remaining steps to create transactions, including descriptions of the available input object controls, see the Transaction-enabled Documents chapter of the Report Services Document Creation Guide.