Using documents to send or update data in your data warehouse: Transaction Services

Some documents may include forms that you can use to edit or add information to your data warehouse through Transaction Services. Some examples are documents that approve requests, track business activity, and execute business decisions, directly from your mobile device. Any new data or changes are saved in your data warehouse.

Prerequisites

To use a Transaction Services-enabled document, you must meet the following criteria:

You must have Transaction Services.
You must have the Execute Transaction privilege.
The Transaction Services-enabled document must already be created.

Using Transaction Services-enabled documents

Depending on the way the document is designed, you may be able to manipulate data in the following ways:

Edit text or numerical values in a text box.
Use a slider to select from a range of values.
Select values from a drop-down list.
Use an On/Off switch for Yes or No conditions.
Use a date/time wheel to select a date.
Use your device's camera to scan a barcode. To manually enter a barcode or QR code, tap the keypad button and enter the number that corresponds with the barcode.

Once you have completed your manipulations, you may be able to perform one or more of the following:

The designer may use different names for the buttons or links described below.

To preview the results of your changes in the Grid/Graph without updating your data warehouse, tap Recalculate.
To update your data warehouse with the values you provided, tap Submit.

If you are not connected to the internet, the document as added to the list of offline transactions that are pending changes. Your changes are sent to your data warehouse when a connection is available. For steps to edit your pending changes, see To edit pending transactions below.
To undo the changes you have made, tap Discard Changes. The document reverts to the values from the last time you submitted data.

To edit pending transactions

In the document's header, tap the Offline Transactions button: . A list of the transactions that are pending changes are displayed.
To change the values you want to submit, tap a transaction in the queue to select it, and then tap Edit.
To delete a transaction, tap the transaction in the queue to select it, and then tap Delete.
To view transactions for all documents that are pending changes, tap the list icon , then tap the document whose transactions you want to edit or delete.