Utilities Tab

In this section:

You can change the font, chaining, active report, template, and page properties of a document or active dashboard.

Utilities tab


Top of page

x
Chaining Group

You can add or remove chaining options. The Chaining group is shown in the following image.

Utilities tab, Chaining group

The commands are:

Add

Chains two or more objects that are selected in the Parameters tab.

Remove

Unchains two or more selected, chained objects in the Parameters tab.

Show Chain order

Shows the order of the chained objects.


Top of page

x
Files Utility Group

How to:

You can import and export a page, save a page, and add pre-processing or post-processing code to a document. The Files Utility group is shown in the following image.

Utilities tab, Files Utility group

The commands are:

Save Document As

Saves the document. This command is available only for a document or active dashboard.

Save Page As

Saves the page you are currently on. This command is available only for a document or active dashboard.

Pre-process code

Creates code that is used before the document is processed. This command is available only for a document or active dashboard.

Post-process code

Creates code that is used after the document is processed. This command is available only for a document or active dashboard.

Refresh All

Refreshes the document.



x
Procedure: How to Add the Pre-Process Component to a Document

You can create a pre-process code that applies to all components added to a document. For example, if the components in your document all require the joining of two tables, you can create a pre-process code before adding the components. This feature eliminates the need to create a Join before each component is added to the document.

In addition, you can create a post-process code that runs after all of the components have been added to a document.

  1. Create a new Document.
  2. On the Utilities tab, in the Files Utility group, click Pre-process code.

    A new canvas and the Procedure View panel open. The new canvas will show the document name, an underscore, and the words, Pre-process. For example, if you are applying a pre-process code to Document1, the canvas is titled, Document1_Pre-Process.

  3. In the Procedure View panel, right-click the procedure folder, point to New, and click the name of a procedure component.
  4. Create your component, save, and close it.
  5. When you are prompted to save the pre-process code changes, click Yes.

    Now, you can add components to the document that will use the pre-process code.



x
Procedure: How to Add the Post-Process Component to a Document

After you have added components to your Document, you can apply a post-process code that removes the pre-process code when the procedure is run. For example, if you apply a Join pre-process code, add a report, a chart and format the Document, you can apply a post-process code that removes the Join when the procedure is run.

  1. On the Utilities tab, in the Files Utility group, click Post-process code.

    A new canvas and the Procedure View panel open. The new canvas will show the document name, an underscore, and the words, Post-process. For example, if you are applying a post-process code to Document1 the canvas will be, Document1_Post-Process.

  2. In the Procedure View panel, right-click the procedure folder, point to New, and click the name of a procedure component.
  3. Click OK.
  4. When you are prompted to save the post-process code changes, click Yes.

Top of page

x
View Group

The View group allows you to display or hide the panels associated with a document or active dashboard. The View group is shown in the following image.

Utilities tab, View group

The commands are:

Properties

Toggles the visibility of the Properties panel.

Settings

Toggles the visibility of the Settings panel.

Thumbnails

Toggles the visibility of the Thumbnails panel.


WebFOCUS