Data Request

For an auditor it is often a challenge to request exactly the data required for an upcoming audit because the ERP systems have very complex structures. The Data Request is a good means to solve this problem.

In this step you create such a Data Request. In the Data Request you have to list all files, fields and filters required for the audit. This makes it easier for the auditor to request the required data. You can either create a static or a dynamic Data Request.

Follow the steps below to create a Data Request:

Step-by-Step

To create a Data Request select New in the File tab. Alternatively, you can select the New icon in the Quick Access Toolbar.
In the New SmartAnalyzer App SDK Project dialog box select Data Request.
Enter a name for the Data Request. The name has to comply with the Windows guidelines for file and folder names.
Select the location of the file to be created by clicking the Browse button.
Click OK. A new dialog box is opened.
In the General area the name, the author, the owner and the version number are shown. You can change them (except the owner). The name is the content item name in SmartAnalyzer, the maximum length is 128 characters. You do not have to consider any Windows guidelines when entering the name, any character is allowed.
Click the icon next to the Data Request Definition field to open the Data Request Definition dialog dialog box in which you can create a tree for the Data Request.
In the Properties area you can set a property. This property can be used to assign the data request to a workflow. If a new value is added the current list separator selected for your computer have to be added after it.
In the Compatibility Indicator field you can enter a group of string values used later to enable the merging of app workflows. App workflows can be merged if they have at least one compatible indicator value in common

The Source Language and Target Language(s) fields only serve as information. They show the language settings that were made in the Options dialog box.

Working with SmartAnalyzer App SDK Projects you can use a context menu by right-clicking on a card-index tab.

The following options are available

In the context menu for content items you can select the following tasks:

Tasks in content menu for context items
Command	Description
Close	Closes the current content item tab. If the tab is not saved, you will be asked whether you want to save it or not.
Close all	All currently opened content items will be closed. If one of them is not saved yet, you will be asked whether you want to save it or not.
Close all except this	Closes all content item tabs except the one the command was called from. If one of the content item tabs to be closed is not saved yet, you will be asked whether you want to save it or not.
Duplicate content item	This command duplicates an existing content item. A dialog box opens where you can enter a name for the content item. The duplicated content item gets a new unique ID.
Create Labeled Import Routine	This command is only active for Standard Import Routines. The command creates a new content item of type "Labeled Import Routine". In this case the project folder can only be created when saving the properties grid context. Only in this case the name of the new project is known.
Create app based on opened items	This command allows creating a demo app. In contrast to creating testing apps, apps created with this command will be IP protected and will have their own fixed icon and its own fixed app ID. This function is only available as of IDEA version 10.1.
Open folder	Opens the project folder of the currently selected content item in Windows explorer.