Input Screen Field Selection dialog (Data Mining)

Use the Input Screen Field Selection dialog to select UltraTax CS input screen fields as search criteria, variables in client letters, or column headings in custom reports. Navigate in this dialog as you do in UltraTax CS, using the input screen tabs and scroll bar to locate the desired field.
You can open this dialog in one of three ways.
  • In the Add/Modify Search Criteria dialog, select the
    Input screen field
    option, then select the Add button.
  • In the Variables dialog of the Document Editing window, select the
    Input screen field
    option, then select the Select field button.
  • In the Custom Report Layout dialog, select the
    Input screen field
    option, then select the Select Field button.

Fields & buttons

The folders that appear in the folders block in the Input Screen Field Selection dialog are based on the Data Mining application database and the selected federal or state application. Input screens are grouped into folders based on the type of tax data you enter in them. For example, all input screens pertaining to farm information are contained in the Farm folder.
To see the full name of any folder, rest the mouse pointer over the folder for a moment.
When you select a folder in the folders block on the left side of the Data Mining Input Screen Field Selection dialog, all of the input screens contained in that folder appear as tabs at the top of the dialog. Select a tab to switch from one input screen to another.
Use the scroll bar on the right side of the dialog to locate the input screen field to be used as a search criterion, document variable, or report column heading. Select the field to highlight it, then select the Select button to add the field to the list.
To open the Statement tab, select the Statement dialog button or press E when the cursor is in an input screen field with an attached statement dialog. Each statement tab contains a field name button with an empty block below it for each field name in that statement dialog. To select a statement dialog field, select the field name button to highlight the block, then choose the Select button.
Choose this button to select a highlighted field as a search criterion, document variable, or report column heading.
Related topic:
Data Mining overview
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