Adding Supporting Details

You can enter supporting details for ad hoc grids cells and in writable cells in forms.

Note:

  • Supporting details cannot be added to non-level zero period, to read-only cells, and to locked cells.
  • When submitting supporting details,if the form is associated with rules set to Run on Save, the Business Rules dialog appears.

To add supporting details:

  1. In a form or ad hoc grid, select the cells in which you want to add the supporting details.

    You can select one cell or a range of contiguous cells in a row or column. The selection cannot include a combination of rows and columns. Select cells that are in the local currency so that you can write to them.

  2. From the provider ribbon in the Data section, click Cell Actions and then click Supporting Details Supporting Details button.

    The Supporting Details dialog reflects your cell selection.

  3. Enter a description over the initial "untitled" text.

    The text and its associated operator must be unique among children of the same parent. By default, you can enter up to 1,500 characters.

  4. Use the buttons to set or change the indented hierarchy to reflect the desired structure and calculations.

    For example, click Add Child to add a line item directly below the selected item.

    For more information, see Setting Hierarchy in Supporting Details.
  5. Set the mathematical relationships among the line items by selecting an operator for each of them.

    Select from these operators:

    Operator Function
    + Add
    - Subtract
    * Multiple
    / Divide
    ~ Ignore
  6. Enter data to set or calculate.

    Enter numbers using the same scaling that was set up for the form.

  7. Click Submit.

    Values are dynamically calculated and aggregated before the data is submitted. Data on the form is also submitted.