Inserting Smart Lists (Planning Users Only)

You can use a Smart List in a Planning business rule, a formula component, or a script component. Smart Lists are available on Planning data forms, within certain data cells that a Planning administrator specifies. Smart Lists are customized drop-down lists containing options amongst which users can select.

  To insert a Smart List:

  1. From the System View, expand the , Planning application type, the application, the plan type, and Rules, Templates, Formulas, or Scripts, depending on whether you want to insert a Smart List into a business rule, template, formula, or script component.

  2. Do one of these tasks:

    • Open the business rule that contains the component into which you want to insert a Smart List. Then select the formula or script component into which you want to insert a Smart List in the business rule's flow chart.

    • Open the formula component into which you want to insert a Smart List.

    • Open the script component into which you want to insert a Smart List.

  3. Do one of these tasks:

    • If you want to insert a Smart List into a business rule, on the Script tab, click the Insert a smart list icon.

    • If you want to insert a Smart List into a formula component, on the Formula tab, click in the Formula row, select the Actions icon, and select Smart List.

    • If you want to insert a Smart List into a script component, on the Script tab, click the Insert a smart list icon.

  4. Click Save.