User Tools

Site Tools

Build an EDC EASAP from a template

Guide Section: Excel Desktop Client
Overview | Get started with EDC | Simple EDC Example | EDC template | EDC reference

Here we show how to modify a template EDC EASAP to use a new spreadsheet (substitute your own for PI_Pricing_EDC.xls).

Then we use named range from the new spreadsheet to FILTER which cases are visible in our CASE VIEWER

1. Download a *.zip with an example spreadsheet and image file or use your own.

2. Import the template EDC EASAP.

3. Select 'EASA > Applications > My EASAPs/All EASAPs > Excel Desktop Template' and open it in the Builder.

4. Under 'Builder > Files', browse to, and upload an image and a new spreadsheet from the *.zip in step 1. or use your own.

  • Pricing_pic.jpg
  • PI_Pricing_Tool_EDC.xlsm

5. Give the EASAP a new title and set a selection image and icon for it.

  • On the Tree select: EASAP > PROPERTIES > APPLICATION
  • Set
    Title: PI Pricing EDC
    Selection Image: Pricing_pic.jpg
    Icon: Pricing_pic.jpg

6. Update the EASAP to use your own spreadsheet, in our case we use PI_Pricing_Tool_EDC.xlsm

  • Select EASAP > SPREADSHEET LIST > spreadsheet1
  • Set File: PI_Pricing_Tool_EDC.xlsm

A popup message asks if we wish to update named ranges from the old spreadsheet to the new one, click 'Yes'.

Here we only reuse one named range between the old spreadsheet and the new one. This named range which we named 'EASA' will be used to lock the spreadsheet when its opened as an Excel Client (ie. password protect formulas, VBA and macros.

For a large spreadsheet consider setting Named Range Prefixes: or Named Range List: to store a subset of named ranges in the database, otherwise all named ranges will be stored by default)

7. Save or CTRL-s.

8. Make a few relevant columns visible in the CASE VIEWER.

  • Select USER INTERFACE > TABBED PANE LIST > tabbed_pane_edc_demo > case_viewer1
  • Prepend to the existing values in Columns: the named ranges below from our new spreadsheet,
    Insured UW
  • Prepend to Column Titles: Insured, Underwriting Location, Underwriter, Effective Date,
  • Set Header Height: 40 (to wrap 'Underwriting Location' into two lines in the header)

9. Add an INPUTBOX to enter a value for insured, then update the interface:

  • Right-click sub_pane_filters > spacer5
  • Select: Copy
  • Right-click Status
  • Select: Sibling > Add INPUTBOX
  • Rename it Insured
  • Set
    Label: Insured:
    Label Style: label_style1
  • Select event_processing1 > value_changed_filters
  • Append Insured to the value field of Objects:

10. Filter database results based on user input.

  • Right-click case_viewer1
  • Select: Child > Add FILTER
  • Rename it filter_insured
  • Set
    Value: %Insured%
    Static Operator: LIKE
    Excel Value to Compare: Insured

11. Tidy up the interface by allowing the User to reset the INPUTBOX with a button-click.

  • Right-click sub_pane_right > sub_pane_filters > button_clear
  • Select: Copy
  • Right-click sub_pane_filters > Insured
  • Select: Paste (Sibling)
  • Rename it clear_insured
  • Clear Objects: Status
  • Set Objects: Insured

12. Save and test the EASAP. The completed example is shown below with two cases visible.

Overview | Get started with EDC | Simple EDC Example | EDC template | EDC reference