Workspace Screen
This manual is in pilot operation.
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The Workspace Screen is used by the Submitter and Recipient participants of a package for the following purposes:
[When acting as a Submitter]
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Input of data to be submitted as a package
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Validating and submitting package data
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Confirming the acceptance/approval status of submitted packages
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Withdrawing package data
[When acting as a Recipient]
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Accepting submitted packages
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Confirming the content of accepted packages
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Approving or returning accepted packages
For details on submission, withdrawal, reception, approval, and return, please refer to the sections "Package Submission" and "Actions for Packages".
fusion_place >= 12.1
Structure of the Workspace Screen
Below is an example of the initial display of the Workspace Screen:
① Toolbar
Icons for manipulating sheets are arranged here.
1. Back (←) / Forward (→) |
Back (←) returns to the previous form. Forward (→) advances to the next form. |
2. Reload |
Reloads the screen based on the latest data from the database. |
3. Export to Excel |
Exports the data of the displayed sheet to Excel. Excel will start automatically.※ |
4. Preview |
Previews the displayed sheet. From the preview screen, you can also print the sheet or output it as a PDF file. |
5. Print |
Prints the displayed sheet. |
※ When the Export to Excel button is pressed, the data is first output to a CSV file, which is then opened in Excel. The CSV file is created in the .fusionplace subfolder of the Windows user folder (C:\Users\(username)).
②
Buttons for manipulating workspace data and submission packages are arranged here. The buttons displayed vary depending on the situation. Below are the conditions under which each button is displayed and its effects.
1. Print |
[Button Display Conditions] Prints the selected sheet (if the sheet list is not displayed or "All Sheets" is selected, all sheets will be printed). |
2. Launch Excel |
[Button Display Conditions] Launches Microsoft Excel and opens the Excel File for Package Input. |
3. Validate |
[Button Display Conditions] Validates the data content of the workspace for the selected sheet (if the sheet list is not displayed or "All Sheets" is selected, all sheets will be validated). |
4. Save |
[Button Display Conditions] Becomes clickable when the data in the sheet is modified in ⑦. Pressing this button saves the data to the database. |
5. Submit |
[Button Display Conditions] Creates and submits a package based on the workspace data. A check is performed before submission, and if there are errors, submission is not allowed. |
6. Submission Delegated |
[Button Display Conditions] By pressing this button, a package is created and submitted based on the workspace data. |
7. Withdraw |
[Button Display Conditions] Withdraws the submitted package. Note that a withdrawn or returned package cannot be withdrawn again. |
8. Withdrawal Delegated |
[Button Display Conditions] Withdraws the submitted package by pressing this button. |
9. Refresh |
[Button Display Conditions] Refresh the submitted package into the workspace. When acting as a submitter, only previously accepted packages can be shown. |
10. Receive |
[Button Display Conditions] Accepts the submitted package. |
11. Return |
[Button Display Conditions] Returns the submitted package. |
12. Approve |
[Button Display Conditions] Approves the submitted package. |
13. Return to List |
[Button Display Conditions] Returns to the Submission/Acceptance Status List screen. |
③
Displays key information about the workspace.
1. Target Process |
Displays the Process to which the workspace belongs. |
2. Submitter |
Displays the Participant who submitted the package selected for inquiry. This participant is specifically as follows: [When acting as a submitter] - Own participant [When acting as a recipient] - The "Submitter Participant" of the row selected in the Submission/Acceptance Status List If you move to this screen from the Submission Status List, you will be acting as a submitter, and if you move from the Acceptance Status List, you will be acting as a recipient. |
3. Ledger Edition Key |
Displays the ledger edition key associated with the workspace. |
④ Submission Package Type
Lists the types of submission packages for which the submitter is responsible in the target process. The submission status for each type is also displayed (the same as "Status" in the Submission Status List).
⑤ Displayed Packages
Lists the packages submitted by the submitter in the target process. The status of each package is also displayed. When a package is submitted, a new row is added here. Even if a package is withdrawn, it will not be deleted and will continue to be displayed in this list.
The first row in the list displays "(Workspace of XXXX)." The part of XXXX is the name of the participant who owns this workspace.
By selecting each row (and in conjunction with selecting a row in the sheet list), you can display the status and content of that package in ⑦. If you select the first row in the list that displays "(Workspace of XXXX)," the contents of the workspace of the participant indicated by the XXXX part will be displayed.
When acting as a recipient, the submitted packages displayed are those submitted by the submitter shown in the "Participant" column, but the first row in the above list displays the workspace of your participant, which is the recipient, not the workspace of the submitter.
⑥ Sheets
(If "Hide Forms" is turned ON in the Submission Package Definition, the sheet list will not be displayed)
Lists the sheets included in each submission package. The sheets correspond to the individual forms included in the form list applied in the submission package definition. By selecting an individual sheet, the content of that sheet is displayed.
The first row in the list displays "(All Sheets)." If this is selected, the information related to the entire package, not the sheet content, is displayed (see below).
※ If the submission package selected in the Displayed Packages list is not received when acting as a recipient, the sheet list is grayed out except for "(All Sheets)," and individual sheets cannot be selected. After accepting the package, they can be selected.
⑦
The following are displayed according to the selection in the sheet list:
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When an individual sheet is selected … Sheet content
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By clicking the left-pointing triangle icon in the middle, the table can be displayed in full width. You can return to the original state by clicking the right-pointing triangle icon afterward.
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A Compare button is displayed in the "Ledger edition key" column. By clicking this, the content display screen switches to Comparative Form.
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When "(All Sheets)" is selected … Information related to the entire package (see below)
The content of the "Information related to the entire package" differs depending on whether the workspace is selected in the Displayed Packages list or an individual submitted package is selected:-
If the workspace is selected … The "Submission/Reception/Approval Histories" field displays the submission route corresponding to the submission package type.
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If an individual package is selected … Information related to that submission package is displayed:
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Submitter user
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Submitted on
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Submission/Reception/Approval Histories
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Comments made at the time of submission/reception/approval actions (clicking a row in the history displays the comment related to that row)
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⑧
Displays messages indicating the results of actions taken by the user, such as submitting, accepting, or approving a package.
Adjusting Column Width
You can adjust the column width by dragging the column boundaries on the screen. Changing the width of one column will also change the width of similar columns (specifically, multiple columns displayed based on a single column definition). The adjusted column width is only applied to your PC.
The adjustment results are saved, but if the form definition is changed, it will reset to the initial state.
To reset the adjusted column width, select from the menu and choose whether to reset for "Reset This" or "Reset All".
Comparative Form Screen
The content display screen when selecting a sheet can be switched to "Comparative Form". In Comparative Form, the content of the currently selected displayed package (including the workspace) and the content of any other displayed package (including the workspace) are displayed side by side, with differences highlighted in yellow (for detailed conditions, see below).
The following operations are possible on the right comparative panel.
1. Close comparative panel |
Clicking this closes the comparative panel. |
2. Ledger edition to compare Selection Field |
Select the comparison data. You can select the workspace and submission package data. |
The comparative panel (left) and comparative panel (right) are linked. Clicking a column/row or cell in one panel to drill down will also drill down in the other panel.