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Index
Version 21.1
Version 20.3 Version 20.4 Version 25.2
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Split Text
Combine Text
Last Refreshed By
Last Refreshed Time
Snapshot
Common Options
Shared Templates Drive
Drive Types
Dropbox
Edit a File
File Server
Oracle Cloud Connector Database
Navigator
Open a File
Create a File
Delete a File
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
Discover Period Names
Discover Segment Properties
Expand and Explode
Expand Segment Value Hierarchy
Explode Segment Values
Explode Segment Value Hierarchy
Expand Segment Values
Discover Segment Values
Discover Level
List of Values – Create
Next Segment Value
Get Balance
Multiple Ledgers
Get Balance Options
Period Offset
Functional Currency
Period Name
Segment Start Date
Enabled Flag
Parent Flag
Segment Tree
Account Type
Financial Category
Segment End Date
Ledger Set
Segment Description
Ledger Name
Previous Segment Value
Period End Date
Period Start Date
Period Name by Date
Analyze Balances
Drill to Journal or Subledger
Drill Criteria Sheets
Drill Criteria – Journal Extract
Drill Criteria – Balance
Drill Using a Saved Template
Edit Template Layout
Save Template Layout
Manage Templates
GL Wand User Options
Other Tools
Hide Zeros
Advanced Options
Email
Drilldowns
Parameters
Source Report
Named Ranges
Execution
Load and Validation
Running the Scheduler
Create Schedule
SMTP Email Settings

Shared Templates Drive

The Shared Templates Drive is an integrated document management system that makes it easy to securely share, organize and discover Wands related Excel template files. It is accessible from the Wands and Product menus.

What type of files should be stored in the Drive?

When uploading a file you will have the opportunity to classify it using one of the following Template Type classifications:

Template Type Description
GL Wand Any file containing GL Wand related formulas and calculations.

The Shared Templates Drive is not intended to be a replacement for your Enterprise document management system and should only be used to store template files related to Wands Products.

To keep your Shared Templates Drive organized and uncluttered, encourage users to use this simple rule of thumb: “If you are unable to classify your file using one of the Template Type classifications, it probably means that it should not be stored in the Shared Templates Drive“.

File Permissions

File permissions are controlled by file ownership and the Wands System Administrator profile. The following table details the Shared Templates action and it’s related control.

Action Control
Open a File A file can be opened by any user.
Create a File Any user can create a new file.
Edit a File Only the owner or users assigned the Wands System Administrator profile can edit a file.
Delete a File Only the owner or users assigned the Wands System Administrator profile can delete a file.

Prerequisite

A metadata table is required for the Shared Templates Drive to work correctly. Please ensure the XXIS_SHARED_TEMPLATE_MD_TBL table is created as part of your Oracle Cloud Connector table replication configuration. The following script can be added to one of your replication tasks to create the table should it not exist.
Note: This table is a requirement for each of the drive types to work.


CREATE TABLE XXIS_SHARED_TEMPLATE_MD_TBL (
ID varchar(30) NOT NULL,
NAME varchar(2000) NOT NULL,
DESCRIPTION varchar(240) DEFAULT NULL,
OWNER_USER_NAME varchar(100) NOT NULL,
TEMPLATE_TYPE varchar(50) NOT NULL,
FILE_NAME varchar(256) NOT NULL,
FEATURED varchar(1) NOT NULL,
CREATION_DATE datetime NOT NULL,
LAST_UPDATE_DATE datetime NOT NULL,
LAST_UPDATE_BY varchar(100) NOT NULL,
FILE_CATEGORY varchar(2000) DEFAULT NULL,
REPORT_SHORT_NAME varchar(2000) DEFAULT NULL,
PRIMARY KEY (ID)
)