- Administering Financial Consolidation and Close
- Managing Forms
- Working with Smart Lists
- Adding or Changing Smart List Properties
Adding or Changing Smart List Properties
Use the Edit Smart List Properties tab to set Smart List properties
To set Smart List properties:
- Click the Navigator icon
.
- Under Create and Manage, click Smart List.
- Select a Smart List and click Edit.
- Define Smart List properties on Properties:
Table 17-8 Smart List Properties
Property Description Smart List
Enter a unique name containing only alphanumeric and underscore characters (for example: Position) and no special characters or spaces. Smart List names can be referenced in formula expressions.
Label
Enter the text to display when the Smart List is selected. Spaces and special characters are allowed.
Display Order
How Smart Lists are sorted in the drop-down list: by ID, Name, or Label
#MISSING Drop-Down Label
Enter a label (for example, "No Justification") to be displayed as an entry in the Smart List whose value is #MISSING.
It displays as the first selection in the Smart List drop-down, allowing #MISSING as a selection in the form.
When the cell is not in focus, this label displays only if Drop-Down Setting is selected in the next option. Otherwise, #MISSING or a blank cell is displayed, depending on the Display Missing Values As Blank selection for the form.
#MISSING labels determine only the display of cells with #MISSING data; #MISSING remains the stored value.
#MISSING Form Label
Determines how #MISSING values are represented in cells associated with Smart Lists. Options:
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Drop-Down Setting: Displays the label set in #MISSING Drop-Down Label.
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Form Setting: Displays #MISSING or leaves cells blank, depending on the Display Missing Values As Blank selection for the form. This selection determines what is displayed in the cell when it is not the focus. When the cell is in focus, the Smart List item that is selected from the drop-down is displayed.
Automatically Generate ID
Generate a numeric ID for each Smart List entry. If you do not select this option, you can customize Smart List ID values.
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- Click Save.
- Select Entries.
Use the Entries tab to define selections on Smart Lists.