AX2715

Shortcuts to report files

You can use a shortcut to open a spreadsheet report file. Report files support various shortcut parameters 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.

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.

Task panes and ribbon tabs only

The following parameters only apply when the shortcut is used in a task pane or a ribbon tab.

Item Description

File Processing Option

Performs 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.

Target Sheet

Specifies a sheet in the workbook to make active when the file is opened from the task pane or ribbon tab. This overrides the Activate sheet on open setting defined in the file.

Column Label

Row Label

Specifies a column and row location in the target sheet to make active when the file is opened from the task pane or ribbon tab.

There are two options to define the column and row location:

  • GoTo bookmarks: If the target sheet contains GoTo bookmarks, you can enter the GoToColumn name as the Column Label, and a GoTo tag name as the Row Label. When the file is opened, the cursor is placed in the same location as if the user had selected that GoTo label from the GoTo menu.

  • Cell reference: If you want the cursor to start at cell F22, you can enter F as the Column Label and 22 as the Row Label.

If no target sheet is specified, the column label and row label are ignored.