Creating DTP Assignment Components

You create a DTP Assignment component in a template by dragging its icon and dropping it into the Template Designer flow chart.

When creating DTP Assignment components, note the following:

  • A DTP Assignment component exists only within the template for which you create it.
  • You can place a DTP component anywhere in the flow chart except inside a member range, member block, or a condition component that does not use a DTP condition.

To create a DTP Assignment component:

  1. In System View, open a custom template.
  2. In the Template Designer, under New Objects, select the DTP Assignment object, and then drop it into the flow chart.
  3. Optional: Enter design-time prompts for the component. See Creating Design-Time Prompts for Custom Templates.
  4. In the Formula tab, define conditions for the template's design-time prompts.
    • From the dropdown to the left of the equal sign, select the design-time prompt for which you want to define a value.

      If there are no design-time prompts in the dropdown, none were created for the template with which you are working.

    • In the text box to the right of the equal sign, enter a value, or click Select button to select a variable, member, or function.
    • Click Plus buttonto assign values for additional design-time prompts.
  5. Enter properties for the DTP Assignment component:
    • Select Disabled to exclude the metadata loop component from the template for validation and calculation purposes.

      You may want to disable a component when a business rule does not validate and you need to find the source of the validation error. When you disable a component, it is displayed in gray in the flow chart.

    • Enter a Caption for the DTP Assignment component.

      The caption displays below the DTP Assignment component's icon in the flow chart

    • Enter a Description and Comments.

  6. Click Save button.