Adding Supporting Detail

Use the Supporting Detail window to set how detail items aggregate to cell values in a form.

To add supporting detail that calculates values in a form:

  1. Open a form, and then select the cells.

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

  2. Select Edit, and then Supporting Detail.
  3. Use the buttons to create 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.

  4. In the Label column, enter a description of up to 1,500 characters.
  5. Set the mathematical relationships among the line items by selecting an operator for each.

    Select from these operators: + , - , * , / , and ~ (ignore).

  6. Enter data to set or calculate.

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

  7. Click Save.

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