User interface of Data Collection

On this page, you will find information on the structure of the user interface and the main elements in Data Collection. From this page, you can navigate to detailed descriptions of the individual workspaces.

After opening Data Collection from the main menu, the application window is displayed. The user interface is divided into two main areas: the overview on the left and the workspace area on the right.

The user interface of data collection is displayed. — Data Collection user interface

The overview on the left side of the screen provides access to all workspaces in Data Collection. The workspaces are organized into two sections:

Administration

Workspace	Description
Form templates	Creating and configuring form templates that define the structure of data to be collected
Validation rules	Defining rules to validate data quality and consistency within and across forms
Reporting entities	Importing and managing reporting entities from Consolidation & Financial Planning, and assigning users for data collection
Reporting packages	Bundling form templates, validation rules, and reporting entities into reusable reporting packages

Data Collection

Workspace	Description
Data collection	Starting and managing data collection processes, viewing forms, and monitoring progress

The workspace area displays the content of the selected workspace. It consists of two views — a list view and a detail view — which are described below:

List view

The list view displays all elements in a workspace (e.g., form templates, validation rules, reporting packages) with options to filter, sort, and search. Each list includes an action button to create new elements. The list view is available in all workspaces and is displayed as follows, for example:

The following elements are typically available in list view:

Displays all created elements with key information in columns (e.g., name, status, last modified date).

By clicking on a column header, the list gets sorted by that column.

Each column header includes a filter icon (). The filter type depends on the column data type:

Text filter

for text columns (

Contains

Does not contain

Equals

Does not equal

Begins with

Ends with

Blank

Not blank

)

Date filter

for date columns (

Equals

Does not equal

Before

After

Between

Blank

Not blank

with date picker)

Selection filter

for columns with predefined values (multi-select checkboxes with

Select All

option)

Pagination controls for navigating through large lists

Context-specific actions available for each element (e.g., Edit, Delete, Duplicate)

Detail view

When you select an element from a workspace list, a detail view is displayed where you can configure or edit its content. The form template detail view, shown below as an example, is divided into three main parts:

The following elements are typically available in detail view:

Element	Description
Header	Displays key information about the element and contains action buttons. For forms, the header shows the data collection process name, form name, status, reporting entity, currency, reporting period, and due date.
Structure panel	Available in form templates and forms in data collection processes. Shows the hierarchical structure of sections and elements. Click an element to display the corresponding content in the detail view.
Element detail view	Displays the content of the selected element. Depending on the element type, you can edit form template elements, adjust validation rule or reporting package configurations, or enter data into forms. Elements can be edited as long as their status allows it.

The following elements are available across workspaces:

Element	Description
Breadcrumb navigation	Shows the current location within the application. Click on any part of the breadcrumb to navigate back. Example of breadcrumb navigation
Action buttons	Context-specific buttons in the top-right corner of the workspace (e.g., Create, Save, Cancel, More actions). Example of action buttons
Empty state	Displayed when a workspace contains no elements. Includes a call-to-action button to create the first element. Example of an empty state
Status indicator	Shows the current status of an element. Elements such as form templates, validation rules, and reporting packages use the statuses Draft and Published. Forms in the Data Collection workspace use workflow statuses such as New, In Progress, Submitted, and Approved. Example of a status indicator