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Manually Changing Link Connections

By default, Connector linkages are created without reference to a specific file and connect to the active client file. Connector provides the ability to explicitly reference a specific client file within the linkage formula. In Excel, both DDE and UDF based linkages can be manually modified from Excel's calculation bar. Word linkages can only be modified uniformly from the Link Paths dialog.

The syntax for each linkage protocol enables you to pass a client_file parameter in the linkage formula or the linkage function.

Note: Hard-coded links, where the client_file argument is specified, are not modified during a copy template or year-end close in the Working Papers file. If a new file is created after a year end close, the link paths will need to be modified to point to the new file.

For UDF, pass the client_file parameter as the last argument in the function. For example, the account report balances function cw_act() can be specified as follows:

cw_act("BR","101","C:\Program Files (x86)\CaseWare\Data\Samp01\Samp01.ac")

Note: Ensure to enclose this argument in double quotation marks.

To specify the active file omit the client file argument from the function:

cw_act("BR","101")

For DDE links in Excel, pass the client_file parameter prior to the DDE function. For example, the account report balances formula can be specified as follows:

cwin32|Data!'CWEval|C:\Program Files (x86)\CaseWare\Data\Samp01\Samp01.ac|act("BR","101")|'

Note: This parameter does not have to be enclosed within double quotation marks.

To specify the active file, pass the active parameter in the formula instead:

cwin32|Data!'CWEval|active|act("BR","101")|'

For DDE links in Word, use the Link Paths dialog to modify the client file connection across all links. You cannot explicitly call client file paths for specific links.