Setting Smart List Properties

Define Smart List properties on the Properties tab.

Note:

For a Smart List to be viewable in forms, the dimension to which the Smart List type member belongs must be first in the evaluation order. See Managing Dimensions.

Table 19-26 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.

Note the following:

  • It displays as the first selection in the Smart List drop-down, allowing #MISSING as a selection in the form.

  • When the cell isn't 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:

  • Drop-Down Setting: Displays the label set in #MISSING Drop-Down Label.

  • 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's 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 don't select this option, you can customize Smart List ID values.

Create from Members

Create a Smart List based on dimension hierarchies. Smart List values are dynamically updated when members are updated.

Note that user security for the dimension is honored for Smart Lists created from the dimension's hierarchy.

Member Selection

Manually select the members to use in Smart Lists.

Use the Entries tab to define selections on Smart Lists. See Defining Smart List Entries.