Functions in the Context Menu

Available for

Available in

Display properties
You can use this function to display the properties for every input field in a dialog box.
For more information, see Displaying Properties in Browser-Based PI Sheets.

Process step

Change mode
Display mode

 Calculate values
This icon is always displayed to the right of a field if a value is to be calculated by the system. When you choose , the calculated value is displayed in the corresponding field.
If values to which you referred in a calculation formula are changed after the calculation was carried out in the PI sheet, these changes are not taken into account in the formula result. For this reason, the calculated value reported may sometimes not be up-to-date.

The formula used for a calculation can refer to one or more values entered or calculated previously in the PI sheet. For this reason, we recommend maintaining and calculating all preceding values before starting the calculation. If a value is missing in a calculation formula, a corresponding error message is displayed.

Process step

Change mode

When you choose the pushbutton, the corresponding function is called.

Change mode
Display mode, provided that characteristic Function allowed in display mode has been defined

Display message
You can use this function to display the message that is to be used to report the values entered or calculated.

Process step

Display mode
Change mode

Create comment (document)
You can use this function to enter a comment for the entire PI sheet. Using the Complete and send function in the dialog box, you can send the comment that you have entered in a PI_COMM process message.
Once you have sent a comment, you can no longer change it. You can, however, enter a new comment.
You can still create comments for the document after you have completed the PI sheet.

Entire PI sheet

Change mode

Display comment (document)
You can use this function to display comments that have been entered for the PI sheet. The dialog box contains all existing comments together with the names of the persons who entered them, and the dates and times when they were entered.

Entire PI sheet

Display mode
Change mode

Create comment
You can enter a comment for each input field, output field, and table line. Using the Complete and send function in the dialog box, you can send the comment that you have entered in a PI_COMM process message.
Once you have sent a comment, you can no longer change it. You can, however, enter a new comment.

Process step

Change mode

Display comment
The icon indicates that a comment has been entered for a process step. To display the comment, choose or Display comment in the context menu.

Process step

Display mode
Change mode

Create comment (table)
You can also create a comment for the entire table. Using the Complete and send function in the dialog box, you can send the comment that you have entered in a PI_COMM process message.
Once you have sent a comment, you can no longer change it. You can, however, enter a new comment.

Table

Change mode

Display comment (table)
The icon to the right of the table indicates that a comment has been created for this table. To display the comment, choose or Display comment in the context menu.

Process step

Display mode
Change mode

Display signatures
You can use this function to display all digital signatures that have been executed (along with the signature strategy). A dialog box appears that contains the name of the signatory, the date and time when the signature was executed, and if available, a comment by the signatory.

Process step

Display mode
Change mode

 Display digital signature in tables
This icon is displayed for a table line if you have executed a digital signature (with a signature strategy). When you choose , a dialog box appears containing the signatory name, the date and time when the signature was executed, and if available, a comment by the signatory.

Process step

Display mode
Change mode

Change (document)
When you are in display mode, you can use this function to switch to change mode.

- Entire PI sheet
- Process step

Display mode

Display (document)
When you are in change mode, you can use this function to switch to display mode.

- Entire PI sheet
- Process step

Change mode

Deactivate (process step)
Activate (process step)
You can use these functions to deactivate and activate all input fields and pushbuttons belonging to a process step. Deactivated process steps are not ready for input.
You may want to deactivate process steps if a process cannot be executed according to the plan, which means that some data may not be available but you still want to complete the PI sheet.
You can set the PI sheet status to Completed only after all entries have been made and all process steps have been processed.
Process steps that have been deactivated are not taken into account when the PI sheet is checked, and you can therefore set the PI sheet to Complete.
Variables contained in the process instruction are not taken into account either. In calculations, for example, the value of the deactivated line would not be included in the calculation.

Process step

Change mode

Deactivate (process instruction)
Activate (process instruction)
You can use these functions to deactivate and activate all input fields and pushbuttons belonging to a process instruction. Deactivated fields are not taken into account when the PI sheet is checked.
Variables contained in the process instruction are not taken into account either.

Process step

Change mode

Deactivate (table line)
Activate (table line)
You can use these functions to deactivate and activate a table line. Deactivated table lines are not ready for input. Deactivated fields are not taken into account when the PI sheet is checked.
Variables contained in the table line are not taken into account either. In calculations, for example, the value of the deactivated line would not be included in the calculation.

Table

Change mode

Add line (table)
If lines can be added to a table, you can choose this function. You can also choose , which has the same function.

Table

Change mode

Find batch(es)
For more detailed information about this function, see Batch Determination in the PI Sheet.

Process step

Change mode

Check batch
If you enter the material quantities consumed for material components that are subject to batch management and have entered the batch manually, you can use this function to check whether the batch you have entered meets the selection criteria defined for batch determination.

Process step

Change mode

Discard/Cancel (document)
For more detailed information on this function, see Discarding/Canceling of Browser-Based PI Sheets.

Entire PI sheet

Change mode

Lock (process step)
Unlock (process step)
You can use these functions to lock and unlock a process step. Locked areas are not ready for input and cannot be executed. If a process step is locked, you cannot complete the PI sheet.

Process step

Change mode

Lock (process instruction)
Unlock (process instruction)
These functions are identical to the Lock (process step) and Unlock (process step) functions. Here, they refer to a process instruction.

Process step

Change mode

Lock (tables)
Unlock (tables)
These functions are identical to the Lock (process step) and Unlock (process step) functions. Here, they refer to an entire table.

Table

Change mode

Lock (table line)
Unlock (table line)
These functions are identical to the Lock (process step) and Unlock (process step) functions. Here, they refer to a table line.

Table line

Change mode

Report data (document)
You can use this function to report all process messages that have so far been created for the entire PI sheet in one go.
For more detailed information on this function, see Reporting of Actual Data in Browser-Based PI Sheets.

Process step

Change mode

Complete (process instruction)
You can use this function to report all process messages belonging to the process instruction.

Process step

Change mode

Complete (table)
You can use this function to complete an entire table. The process messages for this table are automatically created.

Table

Change mode

Complete (table line)
You can use this function to report all process messages belonging to the table line.

Process step

Change mode

For more detailed information on this function, see Completing of Browser-Based PI Sheets.

- Entire PI sheet
- Process step

Change mode

Save (document)
If you need to exit a PI sheet before it has been fully processed, you can save the data entered without reporting it. You can still change the data after you have saved it.

- Entire PI sheet
- Process step

Change mode