The Dependencies List can be a customized tab component on a form. When customizing the component, only that instance of the Dependencies List is affected. You may customize as many Dependencies List tab components as you wish.
To edit the Dependencies List tab component:
- Choose Edit Tab from the Form menu. The Components step of the Tab Wizard appears.
- Focus on the line of the dependencies list click Edit. The Dependencies List dialog box opens.
- In the Direction field, define the direction of the dependency from the drop-down list.:
- Depends on: the item that is focused in the form depends on the listed items/ portfolios.
- Supports: the item that is focused in the form supports the listed items/ portfolios.
The direction defines the background color of Dependency Properties columns - blue for "Depends on", green for "Supports".
- The value selected in the Type field filters the dependencies shown; e.g., software/hardware/ firmware; or, mandatory/ optional. Select the desired dependency type from the drop-down list.
Note: Type is a user-definable value list. For more information about customizing the value list refer to Entering Values to a Value List in Configuring the System Components.
- In the Displayed Elements area select which columns will be displayed in the Dependencies List. Check or uncheck the Type, Weight, Cost, Annotation columns, Annotation box and Buttons checkboxes to view or hide these columns on the specific list.
Note: If the default Dependency column names were changed by inserting labels in the General Dependency Options dialog box, the label names will appear instead of Type, Weight and Cost.
- In the Portfolio drop-list, select the portfolio or super portfolio that should display in the Add button of the filtered dependency list of the form.
- In the Item Properties area, select the scorecard that will be used for the Item Properties columns in the Dependencies List from the drop-down list.
When selecting the scorecard consider the following:
- There is a default scorecard called "Workbook Item Properties" specifically defined for this purpose.
- If you select the None option, the Item Properties area of the Dependencies list will disappear and the Dependency Properties area will expand accordingly.
- You may select an existing scorecard or create a new one. Click Edit to change the properties of the selected scorecard. The wizard for the scorecard you selected opens in the Categories step. You may edit the categories (that serve as the Item Properties columns) by clicking Edit. For more information on the Categories step, refer to Defining Scorecard Categories in Working with Scorecards.
- Drill-down-- define the label and target of the drill-down link.
- Label: enter the text that will be the right-click menu entry when focusing on the defined dependencies list. The default text is "Dependencies".
- Links to: there are two options for the drill-down:
Workbook-- if selected, the Workbook module will open when the user clicks on the drill-down menu entry.
Form-if selected, the Forms module will open when the user clicks on the drill-down menu entry. Select the Form and Tab from the corresponding drop-down lists. This option adds flexibility as you can add data fields around the dependencies table, or provide the ability to add descriptions.
Note: Customize the default dependencies drill down because:
- Some users are accustomed to working with forms.
- Not all users use the workbook. In fact, some users can't even access workbooks.
- Users may want to display additional information near the dependencies using the special capabilities of a form.
- Click OK.