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AX2715

Shortcuts to report files

You can use a shortcut to open a spreadsheet report file. Shortcut parameters can be used to impact how the file is opened and whether certain additional actions are performed.

Can be used in

  • Axiom forms
  • Favorites
  • Ribbon tabs
  • Startup files
  • Task panes

Some of the shortcut parameters are only available in certain contexts.

Shortcut parameters

Spreadsheet report files support the following shortcut parameters:

Item Description

Axiom Tab Name

Defines an alternate tab name for the file (by default, the tab name is the file name).

Quick Filter

Defines a Quick Filter to apply to the file. The Quick Filter must be a valid filter criteria statement. You can use the Filter Wizard button to the right of the box to create the filter statement.

Once the file is opened, users can clear the filter using the Quick Filter option on the ribbon.

NOTE: The target file must be refreshed in order for the filter to be applied to the data. One or both of the following settings should be enabled in the file:

  • Refresh all Axiom functions on open (if the file uses functions to return data instead of an Axiom query)
  • Refresh data on file open (for the applicable Axiom queries)

Read Only

Opens the file as read-only, regardless of whether the user has a higher level of rights.

This option does not apply in contexts where the file is always opened as read-only, such as startup files in Security, or when opening as an Axiom form.

Non-Closeable

Renders the file as non-closeable, meaning that users cannot close the file once it has been opened.

This option only applies to startup files in Security, and only when the file is opened as a tab within the Excel Client or the Windows Client. The file will be closed when the application is closed.

File Processing Option

Perform file processing on the file when this item is double-clicked. The file must be configured for file processing.

  • None (default): Do not perform file processing; file opens as normal.
  • Process File: Perform regular (non-multipass) file processing.
  • Process File Multipass: Perform multipass file processing.

When file processing is performed, the file itself is opened in the background and is not visible to the user. For more information see Executing file processing from a custom task pane or ribbon tab.

This option only applies to task panes and ribbon tabs.

If the file is form-enabled, then the Axiom form shortcut parameters also apply.

See also