Add a data link in a query question

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

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
  • Currency code
  • Currency name
  • Currency symbol
  • 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.

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 information on how to open and edit the firm template.

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:

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

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

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

  4. 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.

    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.

  1. Once you're done, select Save.

  2. 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.