Visibility conditions and examples

Example 1: One condition

The following visibility settings make a document visible if the fiscal year starts after November 30, 2018.

Visibility settings

If the year start date for the engagement is December-20-2018, the condition evaluates true and the document is available (shown) in the engagement file.

If the year start date for the engagement is May-15-2018, the condition evaluates false and the document is not available (hidden) in the engagement file.

Example 2: Two conditions

The following visibility settings make a document visible if the engagement is a Review engagement with a fiscal year that starts after November-30-2018.

Visibility settings

If the type of the engagement is Compilation and the engagement year start date is December-15-2018, the final result is false and the document is not available (hidden) in the file.

Example 3: One condition and a group of conditions

Let's add a Group condition to have a nested setup. A Group condition allows you to group more than one condition and have them evaluated together. The result is then compared to other available conditions.

The following visibility settings make a document not visible if the engagement is a Preparation engagement or if the entity is a Canadian Private Corporation with a fiscal year that starts after December-31-2018.

Visibility settings that make a document not visible

If the engagement year start date is December-20-2018, the organization type is Canadian Controlled Private Corporation and the engagement type is Review, the final result is false and the document is not available (hidden) in the file.

Example 4: Two groups of conditions

The following settings make a document visible for fiscal years beginning after December 15, 2019, and interim periods within fiscal years beginning after December 15, 2020.

Visibility settings that make a document visible for fiscal year beginning after December 15, 2019

Let's assume that the reporting period is Annual, year start date for that period is November-30-2018, the interim period is Monthly and the year start date for that period December- 30-2019.

The system evaluates the first group condition - and the result is false because one of the conditions is not met. Then it evaluates the second group condition and the result is true, because both conditions are met.

Lastly, it evaluates the results for the two group conditions based on the visibility logic at the top (which states that the document shows if any of the conditions is true) - to finally have an end result that the document is available (shows) in the file.