[IFS/BA End User Help Guide]

Perform Writeback

Explanation

This activity is used to write back information back to IFS Applications or to a text file. You can either perform a Complete Writeback or a Modified Writeback. Complete Writeback will collect all data to be written back regardless of whether it has been modified or not. Modified Writeback will only collect data that has been changed. You can select the items that you wish to writeback to IFS Applications or to a CSV file from the data items that are collected for writeback. Zero and null values will be included or excluded and the database values of the writeback items will be available for comparison with new values depending on the writeback options selected in the design. Writeback could only be performed on reports that have been designed to support the Writeback functionality.

Prerequisites

Make sure to select a report where Writeback has been applied in the report design.

Set the required writeback settings and options in designer mode as preferred.

System Effects

Writing information back to IFS Applications will alter the related data in IFS Applications immediately. Writing information to a file makes it possible to import the data to IFS Applications at a later stage.

Related Process Model

Analyze Report

Related Activity

Analyze Report

Procedure

To perform a complete writeback

  1. In the executed report, change some of the cells configured for writeback.
  2. Click Writeback in the Ribbon. This will write back the modified values or all the values depending on the option selected in the design mode.
  3. If the data is written back without an error, it will be indicated by in the Document Actions pane. If there are errors, the errors will be listed in the Document Actions pane indicated by .
  4. If the users need to review the collected data before writing them back, then they have to click Review Collected Data check box before clicking on Writeback. After reviewing data, can click on Save in Document Actions pane to write back the data.
  5. Alternatively, users can collect data using the Collect button under Writeback in the Document Actions pane and then click Save to write back data.

To Insert values for Writeback

Prerequisites: Select Enable Insert of New Values for Writeback check box in design mode for the required repeater level.

  1. Select a row or column where the values need to be inserted for the writeback.
  2. Right-click and select Insert New Row/Column for BA Writeback.
  3. Select values from the list of values, for each field in the Insert New Values for Writeback window.
    Note: Fields in this window will dynamically change according to the writeback design and the selected repeater level.
  4. Report will be re-executed and the rows and columns will be inserted.
  5. Change the data necessarily as the user expectation and perform a complete or partial writeback.

To export to a CSV file:

  1. In the executed report, change some of the cells configured for writeback.
  2. Click Collect button under Writeback in the Document Actions pane.
  3. Now click on Export and save the CSV file giving a name. The CSV file can be used to upload the writeback information to IFS Applications at a later time.