Administrators use Smart Lists to create custom drop-down lists that users access from form cells. When clicking in cells whose members are associated with a Smart List (as a member property), users select items from drop-down lists instead of entering data. Users cannot type in cells that contain Smart Lists. Smart Lists display in cells as down arrows that expand when users click into the cells.
Perform these tasks to create and administer Smart Lists:
Define Smart Lists, described here.
Associate Smart Lists with members.
Select dimensions for which Smart Lists are displayed.
Optionally:
Use Smart List values in member formulas.
Set how #MISSING cells associated with Smart Lists display in forms.
Synchronize Smart Lists in reporting applications
Watch this video to learn about creating and associating Smart Lists in Planning.
To create or work with Smart Lists:
To create a Smart List, click Create, enter the name, and click OK.
To change a Smart List, select it and click Edit.
To delete Smart Lists, select them, click Delete and OK. Deleting Smart lists also deletes any associated mappings with dimension members and reporting applications.
Data cells can display only one Smart List. If multiple Smart Lists intersect at cells, set which one takes precedence.
Optional: Click Synchronize to synchronize Smart Lists between an application that uses Planning application administration and a reporting application. See Synchronizing Smart Lists in Reporting Applications.