SmartView Data Entry and Form FAQ's


Overview


Answers to Frequently Asked Questions (FAQ's) and best practices regarding the use of SmartView when entering and submitting data and using forms

Critical Concepts


Best Practices and FAQ’s


How To Delete a Private Connection

Q: How do I delete a Private Connection in Smart View?

A: Follow this process outlined below.

1. In the Smart View Panel, select Private Connections:

2. Click the small down-facing arrow next to the larger right facing arrow:

3. Select Delete Connection URLs from the drop-down list:

4. In the Delete Connection URLs dialog box, select the check box next to the URLs to delete, and then click Delete:

5. To accept the deletions, click OK:

Note: CLICKING DELETE ONLY DOES NOT FULLY DELETE THE CONNECTION OR EXTENSION UPDATE URLS. You must click OK to accept the deletions.

Script Error Popup

Q: When logging into SmartView, after Duo authentication, there a Script Error dialog box, is something wrong? 

A: This Script Error dialog box is expected behavior and displays due to the interaction of SmartView with UCSD's SSO configuration and duo authentication, click Yes to proceed


Filtering/Formatting Form Data

Q: In SmartView, when I filter data on a form and refresh the page, my filters are gone, what is going on?

A:  


Flex Forms 

Q: How do I open a flex form and use sort/filter with it?

A: Once connected to the desired EPBCS environment, follow the process outlined below.

Opening a Flex Form

1. In the Panel, select '+' next to the Library folder to expand its contents, then select '+' next to the relevant task list (e.g. the Staffing Model folder to access the list of Staffing Forms):

2. Locate the desired form (e.g. 1.2 Manage Existing Staff Positions), right click on it, then select the 'Open Flex Form' option from menu:

3. With the form rendered, ensure the desired POV selections are populated. If any changes are made in the POV, refresh the sheet before proceeding to step 4:

4. Navigate to 'Planning' tab in the ribbon, select 'Apply' in the 'Formatting' section, then select 'Cell Styles':

5. On the sheet, select row 1 and drag your mouse to row 4:

6. Right click on either row number (with rows 1-4 still highlighted) and select Unhide' from the action menu:

Sorting a Flex Form

7. Select row 4 and drag your mouse to the last row with content on your sheet:

8. Within the Home tab, select 'Sort & Filter' in the 'Editing' section, and choose 'Custom Sort':

9. Within the Sort dialogue box that appears, expand the Column 'Sort by' dropdown and select 'Column C' (to sort by Fund), then Select 'OK' on the Sort window:

10. Select 'Refresh' on the ribbon:

Filtering a Flex Form

11. Highlight the entire workbook by clicking on the 'Select All' icon in upper left hand corner of the sheet (above row 1, to the left of column A):

12. Select the Home tab, then select 'Sort & Filter' in the 'Editing' section, then select 'Filter':

13. Click on the Filter icon in column C, uncheck the box to the left of 'Select All', then select 'Blanks' at the very bottom of the list and one non-core fund and Select 'OK':

SmartView Ribbon Disappears

Q: My SmartView has been working as intended, but now when I start up Excel, the SmartView ribbon no longer displays, why? 

A:


Using SmartView Efficiently 

Q: How can I get the most out of my SmartView experience when working with forms? 

A:


POV Displaying Incorrectly

Q: When placing my POV above the active sheet, it is too large, how do I fix this? 

A: To fix, at the bottom of the Excel window, locate Display Settings and select Optimize for compatibility (application restart required) then restart Excel


Flickering POV 

Q: How can I stop flickering POV?

A:

Disable Window Transitions     

1. Click Start, click Run, in the Open box, to open the Registry Editor, enter regedit, then click OK

2. Locate and then select the following registry key:

HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Common\Toolbars

3. From the Edit menu, select New, and then select DWORD Value

4. Enter DisableWindowTransitionsOnAddinTaskPanes, and then press Enter

5. In the Details pane, right-click DisableWindowTransitionsOnAddinTaskPanes, and then select Modify

6. In the Value data box, enter 1, and click OK

7. Exit Registry Editor

8. Restart Excel

Disable Office Animations

1. Click Start, click Run, in the Open box, to open the Registry Editor, enter regedit, then click OK

2. Locate and then select the following Registry Subkey:

HKEY_CURRENT_USER\Office\16.0\Common\

3. From the Edit menu, select New, and then select Key

4. Enter Graphics, and then press Enter

5. From the Edit menu, select New, and then select DWORD Value

6. Enter DisableAnimations, and then press Enter

7. In the Details pane, right-click DisableAnimations, and then click Modify

8. In the Value data box, enter 00000001, and then click OK

9. Exit Registry Editor

10. Restart Excel

Slow Performance

Q: SmartView works on my machine, but it's slow and tedious, is there anything I can do to make it run faster? 

A:

1. In the Excel Ribbon, select File

2. In the left-hand pane, select Options

3. Select Advanced, navigate to Display and ensure the box next to Disable hardware graphics acceleration is checked

4. Click OK  

If you still have questions or need additional assistance, please submit a ticket