Form Template Sections: Columns Tab

Administrators can create attributes for Supplemental Data Forms directly in the form templates, without needing to first create the attributes in Data Sets. The attributes will also be available in Data Sets.

Open a Supplemental Data form.

On the Columns tab, select the columns for the form. The system displays all columns of the Data Set that are not workflow columns.

To update the Columns tab:

  1. In New Form Template or Edit Form Template, select the Section tab.
  2. Click New, or select a section and click Edit.
  3. In the Edit Form Template section, click the Columns tab, and select or view the following columns:
    • Included

      Select other attributes to be included in the form.

    • Name

      The name of the Data Set attribute

    • Dimension

      The column from an attribute of a specific dimension. This is read-only.

    • Data Type

      The corresponding data type for the column (read-only).

    • Column Width

      The column width specified in pixels. The default value is Size to Fit.

      • Small: Fixed pixel width of 50

      • Medium: Fixed pixel width of 100

      • Large: Fixed pixel width of 300

      • Size to Fit: Fit the width of the column based on the longest text in the rows

      • Custom: Specify a width. Minimum value: 20. Maximum value: 999.

    • Total

      Total method for the attribute as specified in the Data Set. It is always read-only.

    • Total Validation POV

      Validation of Supplemental Data against account balances.

      From the drop-down icons, select the Cube Select Cube icon, and then the POV.

      Select POV icon

      Note:

      View Only column for each dimension attribute must be deselected to validate against account balances.
    • View Only

      The column is for view only. If multiple forms are created for the same Data Set, then only one form can contain the column for input, including key columns.

  4. Total Row

    How the total row should be displayed:

    • Top: Total row is displayed at the top of the table

    • Bottom: Total row is displayed at the bottom of the table

    • None: Total row is not displayed

  5. Optional: To add new attributes to a Form Template Section, click the Add (+) icon, select Add Attribute and specify the attribute information.

    The procedure for adding attributes in Form Template Sections is the same as adding attributes in a Data Set. See Adding Data Set Attributes.

  6. Click OK to save the data.