Smart Lists are custom drop-down lists that users access from data form cells in Planning applications. When clicking into data form cells, 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.
For example, you can create a drop-down Smart List called Justification that provides selections for Research, Customer Feedback, and Expansion. When users click into an Account named Reason (which is associated with the Justification Smart List), they click the down arrow, which expands into a drop-down list with these selections: Research, Customer Feedback, and Expansion. Users select a Smart List option as a value for the cell.
Administrators use the Dimension Library to create Smart List dimensions and members, and assign properties. Perform these tasks to create and administer Smart Lists:
Create a new dimension with Smart List selected as the Dimension Type.
Create members in the dimension. (The members are the items that display in the drop-down, data form, or grid.)
Assign properties to the Smart List dimension and members. Assign a Label to the Smart List and Smart List members.
Optionally:
Enable Smart Lists for data forms. See the Oracle Hyperion Planning Administrator's Guide.
Use Smart List values in member formulas and business rules.
Set how #Missing cells associated with Smart Lists display on data forms and within drop-down lists.
Smart List Dimensions do not need to be associated with the member's dimension. Smart List is a default member property. To remove the association of a Smart List with a member, double-click the Smart List property and delete the Smart List name. To remove a Smart List from a member, right-click the Smart List property field and remove the value.