1. Administering Financial Consolidation and Close
  2. Managing Forms
  3. Creating Simple Forms
  4. Setting Display Properties

Setting Display Properties

You can set and edit options for form display, such as hiding forms or displaying missing values as blank, in the Layout tab.

You can also enable account-level annotations. Users can add annotations to accounts in forms if they have Write access to the account, entity, scenario, and view members. Account-level annotations can vary by different combinations of Scenario, View, and Entity dimensions.

Notes:

  • The Account dimension must be assigned to a row axis.

  • Account, Entity, View and Scenario dimensions cannot be assigned to the column axis.

  • The Entity dimension can be assigned to the row, page, or Point of View axis.

  • View and Scenario dimensions must be assigned to the page or Point of View axis.

To set display properties:

  1. Open the form, and then click Layout.
  2. Select Display Properties, and then select form options:
    Option Description
    Make form read-only Use this option to make the form read-only.
    Hide form For example, hide forms that are accessed from menus or task lists.
    Display missing values as blank Leave form cells empty where data does not exist. If this option is not selected, empty cells display the text "#MISSING".
    Enable account annotations This option is only available if the Account dimension is on the row.
    Allow multiple currencies per entity If the application supports multiple currencies, allow entities to support multiple currencies, regardless of base currency. Users can select the currency for displayed cell values in forms.
    Enable Mass Allocate Users must have the Mass Allocate role to use this option.
    Enable Grid Spread Use this option to enable grid spread.
    Enable cell-level document (Default) Enable users to add, edit, and view documents in cells in the form, depending on access permissions. To prevent users from using documents in a form, clear this option.
    Message for forms with no data Enter text to display in form rows for queries without valid rows. Leave blank to display the default text: There are no valid rows of data for this form.
  3. Click Save to save your work and continue, or click Finish to save your work and close the form.