How to Update Data Using Transaction Services-Enabled Documents

You can use a Transaction Services-enabled document to:

Approve requests
Track business activity
Execute business decisions

You can perform these tasks directly from the document in Presentation Mode in Web, and when viewed on an iPhone, iPad, or Android device with MicroStrategy Mobile.

For steps to use a Transaction Services-enabled document to update data when viewed on a mobile device, see the MicroStrategy Mobile Analysis Help.

You must have the Execute Transaction privilege.

The Transaction Services-enabled document has been created.

Updating Data by Using a Transaction Services-Enabled Document

Open the document in Presentation Mode.
Click the text field or grid cell of the value to edit, then do one of the following:
- To edit a value in a Text Field or Text Area control, type a value in the field, then press Enter.
- To select a date from a Calendar control, click the date. You can select a month using the left or right arrows, and choose a specific year by clicking the year in the calendar.
- To select a time from a Time Picker control, do one of the following:
  - To select a time from the clock display, click and drag the hands on the clock to the desired time.
  - To select a time by moving backward or forward using specific time increments, click the up or down arrows. The time increments are defined by the document designer.
  - To type a time directly in the time picker, click the field at the top of the time picker, then type the time in the field.
- To choose a value in a Switch control, select or clear the checkbox.
- To choose a value from a List control, select a value from the drop-down list.
  If you are modifying an attribute element displayed in a merged row header in a grid, and the attribute element affects rows of data that are spread across multiple pages of data in the grid, only the elements shown on the current page will be modified.
  For example, a grid contains a list of managers and the employees that report to them. The row headers that show each manager's name are merged, so each manager's name is displayed only once, with the names of each of their employees displayed in rows next to them. If you want to change the manager for a large group of employees, whose names are spread over more than one page of data, you must change the manager and submit your changes for each separate page of employees.
  The number of rows displayed on each page are determined by the document designer using the incremental fetch settings. For a general overview of incremental fetch and steps to enable it, see the Advanced Documents chapter in the Document Creation Help.
- To select a value on a Slider control, click and drag the thumb to the value you want to select.
- To select an image on a Toggle button, click the toggle button until the image you want to select is displayed.
If the designer has created the document to allow you to select individual rows of data in a grid to submit, click the Mark Rows icon at the top left of the grid. A checkbox is displayed next to each row of data in the document. Select the checkbox for each row of data you want to submit.
Do one of the following:

Different Transaction Services buttons or links may be available depending on how the designer has created the document. The names of the submit, recalculate, and discard buttons or links can change depending on how the designer has defined them.
- To submit your changes and update the data using the values you specified, click the Submit button or link.
- To update the values displayed in the Grid/Graph or panel stack, click the Recalculate button or link. The values of the derived metrics and subtotals, apply number formatting, apply conditional formatting, and other values calculated by the Analytical Engine are updated and displayed.
- To discard your changes, click the Discard Changes button or link. When you click the button or link, any changes you have made to the input object controls displayed in the Grid/Graph or panel stack are reverted to the values from the last time changes were submitted.