UDF functions
UDF functions are only applicable in Excel. The following table outlines all UDF functions in Connector.
Note: Ensure that you use the appropriate national separator for your area. In North America, arguments are delimited using commas in the function.
Function | Arguments | Example |
---|---|---|
cw_act() |
balance_type account_number client_file |
cw_act("BR","101") Returns the report balance for account 101. |
cw_actdesc() |
account_number client_file |
cw_actdesc("101") Returns the account description for account 101. |
cw_actdesc_ext() |
account_number client_file |
cw_actdesc_ext("101") Returns the extended account description for account 101. |
cw_class() |
balance_type class_id client_file |
cw_class("BR","TR") Returns the report balance for trade receivables in current assets. |
cw_client_path() |
- |
cw_client_path() Returns the full path of the active file - currently open Working Papers client file. |
cw_clp() |
clp_code client_file |
cw_clp("CLP2") Returns the operating name of the client. |
cw_cvdata() |
group form id client_file |
cw_cvdata("AREA","DISTRICT","ALPHACELL") Returns information located in the CaseView Database. More information on use of the CV Database can be found in the CaseView help. |
cw_entdesc() |
entity_id client_file |
Returns the short description for the entity entered in the Entity Properties dialog of the consolidated file. |
cw_entdesc_ext() |
entity_id client_file |
Returns the extended description for the entity entered in the Entity Properties dialog of the consolidated file. If an extended description is not available, then the short description is returned. |
cw_eval() |
expression client_file |
Example 1 cw_eval(5*2) Returns the value 10 (five multiplied by two). Example 2 cw_eval("R1P|map('BR','111')") Returns the report balance for map number 111. |
cw_field() |
database_identifier column_heading row_identifier client_file |
cw_field("AM","EJE_BAL","101") Returns the Eliminating Entries balance ("EJE_BAL") for account 101 from the Trial Balance database ("AM"). |
cw_grp() |
group_number balance_type group_id client_file |
cw_grp("1","BR","AA") Returns the balance for a given group number/ID combination based on the specified balance type. The example would retrieve the report balance for group 1's grouping AA. |
cw_grpdesc() |
group_number group_id client_file |
cw_grpdesc("1","AA") Returns the group description for a specified group number/ID. |
cw_grpdesc_ext() |
group_number group_id client_file |
cw_grpdesc_ext("1","AA") Returns the extended group description for a specified group number/ID. |
cw_lsdesc() |
document_number description_type client_file |
cw_lsdesc("FS","2") Returns the description of the given document in the Document Manager. |
cw_map() |
balance_type map_number client_file |
cw_map("BR","2115") Returns a balance for a given map number based on the specified balance type. |
cw_mapdesc() |
map_number client_file |
cw_mapdesc("2115") Returns a Map Description for a specified map number. |
cw_mapdesc_ext() |
map_number client_file |
cw_mapdesc_ext("2115") Returns extended map description for a specified map number. |
cw_sdate_field() |
database_identifier column_heading row_identifier client_file |
cw_sdate("SH","AD1","FS") Returns a date value from a specific field in a database. The universal "s" arguments in this case refer to the database identifier, the column heading in the database, and the row identifier for that particular database. The example would search the Document Manager (SH) database to retrieve the roll 1 sign off date (AD1) for the Financial Statements document (FS). |
cw_tax() |
balance_type tax_export_code client_file |
cw_tax("BR","7125") Returns a balance for a given tax code based on the specified balance type. |
cw_taxdesc() |
tax_export_code client_file |
cw_taxdesc("7125") Returns tax code description for a specified tax code. |
cw_taxdesc_ext() |
tax_export_code client_file |
cw_taxdesc_ext("7125") Returns extended tax code description for a specified tax export code. |
cw_ud() |
user_defined client_file |
cw_ud("UD1") Returns the value associated with a User Defined Data code. Values are entered under Tools | User Defined Data in CaseView. |