Configure Transaction Dialog

You can allow users to view and edit their business data in a Transaction Services-enabled document displayed on an iPhone, iPad, or Android device, using the options in the Configure Transactions Editor. To do so, you must link a Transaction Services report to a grid or to text fields in a panel stack. If the document is being displayed on an iOS device, you can link the report to the cells of a transaction table. Data from the input objects defined in the Transaction Services report is displayed in the grid, text fields, or cells for users to edit. For detailed steps to create a Transaction Services-enabled document, as well as a basic introduction to transactions, see the Document Creation Help.

You must have the Web Configure Transaction privilege.

Right-click the grid report, transaction table, 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.

Transaction Mapping Options

• 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.

• Input Properties: You can determine how the control used to display each input object is displayed using the Input Properties. 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 reports.
  • 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 checkbox is selected. Click the Control Properties icon to display the Control Properties, then select the appropriate formatting options for the control. The control style determines which formatting options are available. For steps to format each control style, see the Transactions chapter of the Document Creation Help.
• Automatically recalculate values after data change: 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 available for grids.
• Mark rows for selection (tabular grid only): Determine whether to display a checkbox 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 available for grids.
• Flag cells/fields with modified data: Determine whether to display a flag marker next to any input object control that contains a value the user has modified.
• Submit unchanged record: When a user chooses to submit their changes to the data, there may be input object controls in which they have made no changes. Determine whether to include data only from input object controls in which the user has made changes. This option is available for grids.
• Allow submission without modification: Determine whether to allow users to submit their data without making changes in the input object controls displayed in the document. This option is available for text fields and transaction table cells.

Local Transaction Options

• Target dataset: Click the Browse icon (...) to select a dataset to update when offline transactions are performed.
• Dataset Object: Double-click dataset objects in the list to add them to the CSI statement used to perform offline transactions.
• Field/Grid Object: Double-click fields or grid objects in the list to add them to the CSI statement used to perform offline transactions.
• CSI statement manipulation: Determine whether to Update, Insert, or Delete data.

Related Topics

Select Transaction Dialog Box

in the Advanced Reporting Help for steps to create a Transaction Services report

Document Creation Help for background information on transaction-enabled documents, and steps to create a transaction-enabled document, format input object controls, and create a grid or graph report

MicroStrategy Mobile Administration Help for steps to create a transaction table