1. Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
  2. Using Member Selection, Variables, Functions, Smart Lists, and Planning Formula Expressions to Design Components
  3. Working with Smart Lists
  4. Inserting Smart Lists

Inserting Smart Lists

Use Smart Lists in Planning business rules, formula components, or script components.

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. 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.

  2. Do one of these tasks:

    • To insert a Smart List into a business rule, on the Script tab, click the Insert a smart list icon.

    • 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.

    • To insert a Smart List into a script component, on the Script tab, click the Insert a smart list icon.

  3. Click Save.