Adding Members to Data Forms

When administrators define data forms, they can choose to allow form users to insert additional lines of data. If additions are allowed, an Add Member button ( ) is displayed in the left header cell of the form. You can select additional members, and enter and save data for those members. The new entries are inserted into the form, and the totals are updated.

For example, a form may have been defined for an account with intercompany transactions for IC1, IC2, and IC4. You can select members IC3 and IC5, enter data for those members, and save the data. The form is refreshed with the newly saved data and the new lines are displayed in the appropriate hierarchical order.

After you select members to add from a row, the form displays the selected members with a red plus sign (+) at the left side of the row, and the other Add Member icons are unavailable. When you refresh the form, all of the Add Member icons display, and you can select another line for which to add members.

To add members to data forms:

1. From the Document Manager, open the form into which to enter data.
2. To add dimension members to the form, in the leftmost header cell of the form, click Add Member, .
3. Select the members for which to enter data and click Add.

   Tip:

   To select multiple members, hold Ctrl and select members. Use Add All and Remove All to add or remove all members.

4. Click OK.
5. Enter data for the additional members.
6. Optional: Enter cell text by taking one of these actions:

   • Highlight a cell, right-click, and select Cell Text.

   • Select a cell and click Cell Text.

   • If the administrator has set up the form with a cell text column, enter the cell text in the column.

7. Optional: To calculate or force calculate the selected cells, click Calculate and Force Calculate, respectively.

   Note:

   You must submit the data before you calculate.

8. To save your changes, click Save.

   The form is automatically refreshed and updated with the newly added entries.