Getting Started #
Packages serve two purposes.
- Determines what blue Action buttons appear on the worksheet.
- Determines what Actions will be processed when using the Run Package button.
The Run Package button allows you to run multiple actions in order so you don’t have to click the individual buttons. This is primarily used when working with Batch Tables as you can run multiple Batch Actions with one click rather than clicking the individual buttons.
Packages can be added to a Table but not to a Report.
Changing a Package #
Packages are edited using the Edit Query button on the ribbon which displays the Selected Package list and the Available Actions list.
Add an Action
- Double-click an Available Action
- Drag-and-drop an Available Action to the Selected Package list
Remove an Action
- Double-click on the Action
- Select an Action and click the Delete button
- Click the Clear button to remove all Actions
Make sure to click the Save Changes or Download Changes buttons to save the changes to the Package.
Running a Package #
When you click the Run Package button it will process each blue action button on the worksheet.
Make sure you want all actions to be processed. If Download is first then it will redownload the data records and you will lose changes made in the worksheet. Use the steps above to remove the Download action from the list.
Click the Run Package button on the ribbon.
That will cycle through all blue action buttons on the worksheet.
Depending on your TAD License permissions you may still receive the confirmation message when dealing with any of the Execute buttons.
When all actions finish you will see the final result in the *Result column.
The process will stop if any of the actions fail and you can retrieve the error message in the *ErrorMsg column.
Regenerate Action Buttons #
The Regenerate Action Buttons button regenerates all action buttons for the specific worksheet.
You access the button by clicking the sub-menu of the Run Package button.
Below are a few reasons when you will want to regenerate the blue action buttons.
- Buttons were deleted when deleting table rows
- You’re using an Excel workbook that someone else prepared. The blue action buttons are linked to the individual who last downloaded the worksheet. If you send a workbook to someone else they will need to regenerate the buttons which syncs them to the user.