MyWraps actions

The Action button in the MyWraps toolbar opens the Action dropdown menu that lets you perform actions on the selected wraps.

Some actions only appear if you have user Roles with sufficient permissions. These ExcelWraps feature permissions can be granted also to additional user Roles.

Many actions only apply to selected wraps and will be deactivated until you select at least one wrap in the list.

Many of these and other actions can also be performed in the server back-end using the similar Action menu on the Administrator dashboard,

• Create New Wrap – Opens an empty instance of the Wrap template in your browser. If you save it, it is added as a new wrap.
• Bulk Action ² – Opens a list of your Bulk Action wraps. Select the Bulk Action wrap you wish to run for the selected target wraps and press Apply. Make the necessary changes in the Bulk Action wrap and press Save to apply these changes to the selected target wraps.
• Request Selected Wraps for PDF Creation ¹ – Enqueues the selected wraps as a wrap job to be printed to PDF using the print-to-PDF settings. Manual PDF generation is available for Wraps generated with WrapCreator 10.8 or later. If you have any issues with PDF generation. you may want to convert the Wrap with the latest version of WrapCreator and test printing with the new version of the Wrap. End users can create and download PDFs directly from the PDF Log in the wrap. If generating a PDF for a wrap would generate a file that is identical to the one that already exists, regeneration is redundant. The PDF is not regenerated.
• Request Selected Wraps for PDF Export ¹ – Places a job on the server queue that exports the most recent PDF file created for the selected Wraps. Exported PDFs appear on the Wrap Exports screen. End users can create and download PDFs directly from the PDF Log in the wrap.
• Request Selected Wraps for Recalculation ¹ – A wrap job is created to recalculate the selected wraps using the most recent version of the Wrap template.
• Request Selected Live Wraps for Recalculation¹ – If you have made changes to the Wrap template, you may want to apply these changes also to existing wraps that have not yet been signed off. This operation selects all the live wraps (the ones that have not been frozen by a final signature) and enqueues them for recalculation.
• Request Selected Wraps for Admin Freeze ¹ – When all work has been performed for a wrap, it is normally signed off and frozen in its final stage. Users with sufficient permissions can also freeze wraps without signing them. This can be useful when saving KPIs automatically, to ensure that KPI wraps for past periods are always frozen. This action is queued as a wrap job.
• Request Selected Wraps for Admin Unfreeze ¹ – If you Admin Freeze a wrap by mistake, you can unfreeze it using the Admin Unfreeze action. If a wrap is frozen by a signature, you cannot use this action; a signed wrap has to be unsigned by someone with the authority to do so, and then automatically also becomes unfrozen. This action is queued as a wrap job.
• Request Selected Wraps for Export to Excel  ¹ – The selected Wraps are queued for copying into a file for export. Uploaded media files are not included in the exported file. Any newly exported files appear at the top of the Wrap Exports screen as soon as they are available. Click on the Download button to download each file. You can open the exported file directly in Excel; read more about exporting wrap data to Excel. Exported wraps can be imported again using the Import button on the Wrap definitions page. Some things cannot be imported.
• Request Selected Wraps for Export to Excel including history ¹ – This produces the same result as the option above but each instance is immediately followed by its editing history (if any) in descending order of the lastmodified timestamp.
• Request Selected Wraps for Export to XML ¹ – The selected Wraps are queued for copying into a file for export. Uploaded media files are not included in the exported file. Any newly exported files appear at the top of the Wrap Exports screen as soon as they are available. Click on the Download button to download each file.
• Request Selected Wraps for Export to XML including history ¹ – This produces the same result as the option above but each instance is immediately followed by its editing history (if any) in descending order of the lastmodified timestamp.
• Request Selected Wraps for Deletion ¹ – Enqueues the selected wraps for deletion. You will then be taken to the server queue where you can follow the job that was created. Note: Deleting wraps is a very rare operation that you would normally do only during development and testing. If you delete a wrap by mistake, you can restore it again on the Administration dashboard. Media files cannot be restored. When you delete wraps with media files, you may want to save the media files first, to be on the safe side if you need them later.
• Request All Wraps for Recalculation – A wrap job is created to recalculate all wraps using the most recent version of the Wrap template.
• Request All Live Wraps for Recalculation – If you have made changes to the Wrap template, you may want to apply these changes also to existing wraps that have not yet been signed off. This operation selects all the live wraps (the ones that have not been frozen by a final signature) and enqueues them for recalculation.
• Request All Wraps for Export to Excel – This produces the same result as if you had selected all the wraps in the current view. Read more under Request Export Selected Wraps above.
• Request All Wraps for Export to Excel incl history – This produces the same result as the option above but each instance is immediately followed by its editing history (if any) in descending order of the lastmodified timestamp.
• Request All Wraps for Export to XML – This produces the same result as if you had selected all the wraps in the current view. Read more under Request Export Selected Wraps above.
• Request All Wraps for Export to XML incl history – This produces the same result as the option above but each instance is immediately followed by its editing history (if any) in descending order of the lastmodified timestamp.
• Request All Wraps for PDF Creation – Enqueues all the wraps in the current view to be printed to PDF using the print-to-PDF settings. Manual PDF generation is available for Wraps generated with WrapCreator 10.8 or later. If you have any issues with PDF generation. you may want to convert the Wrap with the latest version of WrapCreator and test printing with the new version of the Wrap. If generating a PDF for a wrap would generate a file that is identical to the one that already exists, regeneration is redundant. The PDF is not regenerated.
• Request All Wraps for PDF Export – Places a job on the server queue that exports the most recent PDF file created for each Wrap in the current view. Exported PDFs appear on the Wrap Exports screen.
• Request All Wraps for Deletion – Enqueues all the wraps in the current view for deletion. You will then be taken to the server queue where you can follow the job that was created. A “delete all” job can be partly undone. Open the Server Queue, select the completed delete job, and perform the Undo action. This creates a new job that restores all the deleted wraps. Media files cannot be restored. When you delete wraps with media files, you may want to save the media files first, to be on the safe side if you need them later.
• Request All Wraps update IsLastFrozen – If you want to produce a report that only includes the AutoNumber that was LastFrozen, you will achieve better performance if you use the IsLastFrozen primary filter to limit the initial retrieval to only the single wrap that was last frozen. The IsLastFrozen property is updated asynchronously but if data is constantly updated, you may wish to ensure that the last frozen wrap is set as IsLastFrozen immediately before you filter for it. This action operates on the wraps in the current view and is queued as a wrap job.
• Intersect Names – MyWraps can be used to generate source data for the WrapStack function. The source data only needs to contain the columns that also exist in the target wrap. All the other columns will be ignored by WrapStack anyway. To make the source data table as small as possible, you can use the Intersect Names action to automatically select only the columns that are relevant for the WrapStack call, i.e. the common columns between the current wrap and the target wrap. In the resulting MyWraps link for the source data, the &Options.IntersectNames parameter designates the target wrap. Read more on the help page for WrapStack.
• Request Download of the Wrap Source xlsx – Downloads the Excel source for the wrap definition.
• Request csv Download of MyWraps Table – Export the table in CSV format. Read more on the help page about exporting wrap data to Excel.
• Request Html Download of MyWraps Table – Export the table in HTML format. Read more on the help page about exporting wrap data to Excel.

¹ To use this action, you must select at least one wrap in the list.
² To use this action, you must select a Bulk Action wrap in the list.