AX1534

Using the Data Source Assistant to add or edit refresh variables

Once the RefreshVariables data source has been placed in a sheet, you can use the Data Source Assistant to add or edit refresh variables. For general information on the Data Source Assistant and its availability, see Using the Data Source Assistant.

Adding a new variable to the data source

To add a new variable, place your cursor on a blank row in the data source. In the Selection Editor section, select a Variable Type. This will add a [Variable] tag to the current row, and populate the [VariableType] field with the selected type. You can then use the Selection Editor to complete the remaining settings for the variable.

Alternatively, you can also add a new variable row using the Edit Tags section:

  • Place your cursor in a blank row within the data source. Under Row Tags, click Update for Variable. This adds a [Variable] tag to the current row.
  • Place your cursor in a populated row within the data source. Under Row Tags, click Insert for Variable . This inserts a new row above the current row, and places a [Variable] tag in the new row.

Once you have updated or inserted a variable row, you can go back to the Selection Editor section and select a Variable Type for the row. The Selection Editor will then populate with the applicable properties for that row, which you can edit as needed.

NOTE: If the RefreshVariables data source does not already contain all of the columns used by the selected variable type, these columns will be automatically added to the end of the data source.

Editing refresh variables

To edit an existing variable, place your cursor within the row, in the data source—either on the [Variables] tag or in one of the property columns. The properties for the variable display in the Selection Editor section of the Data Source Assistant, filtered by variable type. You can modify any of these properties and the changes are written back to the sheet, in the appropriate columns.

If a particular property uses a formula, then that formula displays when you place your cursor in the property box. You can then edit that formula as needed.

The Selection Editor only displays variable properties where the corresponding column already exists in the sheet. For example, the property Clear On Save only displays if the column tag [ClearSelectedValueOnSave] exists in the sheet. If necessary, you can also use the Data Source Assistant to add missing tags to the data source. See Adding property columns.

Adding property columns

When you use the right-click wizard to insert the RefreshVariables data source, all column tags are placed in the sheet by default. Therefore in most cases you should not need to add columns, unless:

  • Columns were deleted from the data source after it was inserted into the sheet. You might do this to clean up the sheet if you are not currently using a particular property.

  • Your organization has upgraded to a new Axiom Software version that supports new column tags. In this case you must add the column tags to any existing data source if you want to use them.

To add new column tags to a data source, use the Edit Tags section to do either of the following:

  • Place your cursor in a blank column in the data source. Under Column Tags, locate the tag that you want to add and then click Update. This adds the tag to the current column.
  • Place your cursor in a populated column within the data source. Under Column Tags, locate the tag that you want to add and then click Insert. This inserts a new column to the left of the current column, and places the tag in the column.

Column tags are only listed if the data source does not already contain that tag. If your data source already contains all tags, then no column tags will be listed in the Edit Tags section.

Once you have updated or inserted a new column tag, you can populate the column manually or you can use the Selection Editor section to update each variable row for the new property.