Issue: A user may want to create some coded actions in Smart Workpapers for their own custom template, such as creating the 'Go To Index' and 'Select Status' buttons at the top right of their workpaper.

Cause: We do allow coded actions. Here is a full list of coded actions that can be set up along with detailed instructions: https://support.businessfitness.com/support/solutions/articles/5000711325-template-formulae-and-coded-actions

Resolution / Workaround:

1. If possible, they can insert a blank workpaper where these two coded actions are already built and use that to further build their custom record template.

OR

2. They can manually create these coded actions as follows:
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​A) To create the 'Go to Index' Coded button:

- Create a new Excel sheet at the bottom, and insert a 'Go to Index' cell.

- Highlight this cell and add the named range 'Go_Index':

- Go to the Formulas ribbon at the top of Excel.

- Click on Name Manager, then press New.

- Create a named range with 'Go_Index' in its name. Scope should be specific to the worksheet being worked on, with a Refers to the desired cell/range on the worksheet.
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Once this is done, right-click on the cell where you wish the coded action to be present and select Link. Choose 'Place in This Document' and search for the named range you just created. Enter text to display a screen tip showing the user what the hyperlink will do.
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Note: To enable the action by clicking anywhere in the cell(s), rather than just the text hyperlinked, utilize the 'Wrap Text' option when formatting.

​B) To create the Status column:
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- Begin by creating a new Excel sheet.
- Add a worksheet on the index page and select "Link to Existing Sheet," then choose the above created sheet.

- Create a cell for the status. Navigate to the Data ribbon at the top, then select Data Validation. Choose "List" as the type and enter '= StatusDescriptions' (without commas) in the source field. Press OK. This will provide a dropdown menu with all the status names.

- Next, establish a Named Range in Formulas > Name Manager for that cell. Ensure it is linked to the correct worksheet and the name is exactly 'Tm_Status' for this named range.

- Test by changing the status on the index page and within the worksheet and vice versa.
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Please refer to the help article below for any further information:
​https://support.businessfitness.com/support/solutions/articles/5000711325-template-formulae-and-coded-actions
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