Define components

Components drive a universal visibility logic across the trial balance groups. You can define components and organize them in categories relevant to your market or region, such as industry types, entity types and reporting frameworks. For example, you can group all components related to industry type in one category, and all components related to reporting frameworks in another. Note that you cannot define standalone components. Components must belong to a category.

Depending on your product, you may already have default components set up in your product template. While you cannot modify any existing components or component categories in your template, you can define your own components and component categories, as well as add components to existing categories.

Once you define your components, set visibility logic for each one so you can then apply it to content. For example, if the entity operates within the Agriculture industry, then display trial balance groups that are relevant to agriculture.

To start, select the Information icon () at the top menu, then choose Settings. The Product Settings dialog opens, where you can view and customize settings if needed.

To add a category:

  1. Go to Features | Components.

  2. Select + Category.

  3. Enter the category name.

You can delete a category by selecting Delete ().

To add a component:

  1. Expand the appropriate category.

  2. Select + Component.

    Note: You must create at least one category for the +Component option to be available in the dialog.

  3. Enter the component name and ID.

  4. Select eye icon () to set the visibility logic for the component.

  5. Select the Occlude check box to ensure that when content tagged with the component is not visible to users due to component visibility, it will remain hidden even if users select to display hidden content.

You can delete a component by selecting Delete ().

To add visibility settings for a component:

  1. Select eye icon () to open the Visibility Settings dialog.

  2. Select Hide or Show from the blue drop-down list to specify the visibility action.

  3. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 2) to apply.

  4. Select Add Condition.

  5. Choose a condition type from the list, then specify the condition parameters.

  6. See Visibility Conditions for a detailed description of the available condition types and parameters.

  7. Once you're done, select Save.