Add data links in text sections

Data links () allow you to have already existing information in the engagement or in Cloud automatically retrieved and inserted in text sections.

The following data links are available:

   

Engagement properties

(from Cloud)

Engagement properties as defined in Cloud, such as:

  • Operating name
  • Legal name
  • Year end date
  • Year start date
  • Current Year
  • Website
  • Prior Year
  • Entity address

Trial balance

(from the engagement)

Items in the trial balance such as, account name, grouping name, or values from the current or prior year.

Firm properties

(from Cloud)

Firm name

Firm address

Responses

(from the engagement)

Responses to procedures from checklists. Once you select a checklist document from the list, select the response you want to retrieve and insert in the text section.

Materiality

(from the engagement)

Defined values in the Materiality document.

Dynamic text

Dynamic text is conditional text. It's a field where different text displays based on a condition or a set of conditions.

See Add dynamic text.
Forms Value

Insert the value of a specific form field. Once you select a form and a field, the value of the selected field is inserted in the text field.

Note: This option is only available in the Data Link dialog if custom forms are available in your product, such as Tax forms.

To add dynamic text:

Note: You can only add dynamic text if you are customizing the firm template. To access the firm template, you must have the Settings Admin role or similar. See Manage the firm template for more information.

  1. Open the document and select Edit ().

  2. Go to where you want to add a formula in the text.

  3. Select Add Data Link () from the toolbar.

  4. At the Dynamic Text tab, select the Add Condition drop-down list.

    Different setup details display in the Data Link dialog based on the condition you choose:

    Condition type

    Condition setup

    Response

    Document - select the source document for the response

    Procedure - select the procedure for which the response is provided

    Condition - select the value of the response

    Output - select the text to be displayed when the condition is met

    Trial balance

    Financial Group - select the trial balance account or account group

    Condition - select how the name of the Income Statement displays based on the value of Net Income in the trial balance

    • Consistent → name displays as "Statement of Income"
    • Contrary → name displays as "Statement of Loss"
    • Inconsistent → name displays as "Statement of Income (Loss)"

    Output - select the text to be displayed when the condition is met

    Consolidation

    Condition - select the consolidation situation (Consolidated, Non-consolidated)

    Output - select the text to be displayed when the condition is met

    Reporting period

    Condition - select the value of the reporting period (Monthly, Quarterly, Semi-Annual, Annual)

    Output - select the text to be displayed when the condition is met

    Organization type

    Condition - select a country

    Output - select the text to be displayed when the condition is met

    Group of conditions

    Select this option if you want to add a group of conditions, where the text output is based on how the conditions in the group are collectively evaluated

    Group Condition - select one of the following values:

    When all conditions below are met -> all conditions must be true for the Group Condition to be met

    When any condition below is met -> any condition must be true for the Group Condition to be met

    Output - select the text to be displayed when the Group Condition is met
    Form Value

    Condition - select a form and a field in the selected form

    Output - select the text to be displayed when the condition is met

    Note: This condition is only functional if custom forms are available in your product, such as Tax forms.

  5. You can add more than one condition type to trigger additional text outputs. To add another condition, select Add Condition.

    You can also optionally specify an alternate output for the text if no conditions are met.

  6. Once you're done, select Save.

    If a condition (or conditions) is met, the corresponding output text you specified for that condition displays.

    If no condition is met, the alternate text output (the one you specified for when none of the conditions are met) displays. Otherwise, #ValueEmpty# displays.

Once you have finished changing the content in your client request, select the Edit icon at the top of the document to save your changes.