Add visibility settings in checklists

You can set visibility conditions for groups, subgroups, procedure or subprocedures so that your checklist only displays content that is relevant for the engagement. For example, if a trial balance group balance is immaterial, you can hide the related group of procedures.

Note: If you want to add visibility settings for a checklist in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for more information.

Add visibility settings to the checklist document

Open the document to get started on setting visibility logic.

To set visibility for the document:

  1. Select the document name.

    2. The Document Properties dialog displays.

  2. Select Edit Visibility to display the Visibility Settings dialog.

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

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

  5. Select Add Condition.

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

  7. Once you're done, select Save.

Add visibility settings to a group or subgroup in the checklist

Open the document to get started on setting visibility logic.

To set visibility for a group or subgroup:

  1. Select the group or the subgroup that you want to set visibility for.

  2. Select More actions () | Edit Visibility to display the Visibility Settings dialog.

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

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

  5. Select Add Condition.

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

  7. Once you're done, select Save.

Add visibility settings to a procedure or a subprocedure in the checklist

Open the document to get started on setting visibility logic.

To set visibility for a procedure or a subprocedure:

  1. Select the procedure or sub-procedure that you want to set visibility for.

  2. Select More actions () | Settings.

  3. Select Edit Visibility to display the Visibility Settings dialog.

    4. You can also select the Visibility () | Settings ().

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

  5. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 4) to apply.

  6. Select Add Condition.

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

  8. Once you're done, select Save.

You can select Clear to clear all conditions and start over.

You can also copy the visibility settings to another item. Select Copy to copy the visibility settings into clipboard, then open the Edit Visibility dialog for the other item and select Paste to paste the copied settings.

Add visibility logic for a picklist response option

You can add visibility logic for an individual picklist response.

To set visibility for a picklist response:

  1. Navigate to the procedure or sub-procedure whose response options you want to set visibility for.

  2. Select More actions () | Settings.

  3. Select the Edit () icon for the picklist responses.

  4. Select the Visibility () icon for the response you want to edit.

    The visibility settings option for individual picklist responses in the Procedure Settings dialog.

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

  6. Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 5) to apply.

  7. Select Add Condition.

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

  9. Once you're done, select Save.

You can select Clear to clear all conditions and start over.

Note that you can also set visibility conditions for picklist responses in the Checklist Settings. The selections you make there are set as the default for all procedures in the checklist.

You can also copy the visibility settings to another item. Select Copy to copy the visibility settings into clipboard, then open the Edit Visibility dialog for the other item and select Paste to paste the copied settings.

Add visibility logic for authoritative references

You can add visibility logic to authoritative references to control the conditions under which they appear.

  1. Ensure that you have the Settings Admin role or similar. For more information, see Built-in roles and Assign security roles.

  2. From the Cloud menu (), select Settings () | <your product name> | Manage Template.

  3. Open the product template. See Manage the firm template for more information.

  4. Select the Documents page.

  5. Open the checklist containing the authoritative reference and select Edit ().

  6. Select the authoritative reference to open the Authoritative reference dialog.

  7. Select Edit Visibility.

Adding visibility logic to an authoritative reference.

  1. Select Hide or Show from the blue dropdown to specify the visibility action.

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

  3. Select Add Condition.

  4. Choose a condition type from the list, then specify the condition parameters. To learn more, refer to Visibility conditions and examples.

  5. Once you've done, select Save.

You can select Clear to clear all conditions and start over.

Add visibility settings to lists in checklist guidance

You can add lists in guidance sections and then add visibility conditions to control when they appear.

To set visibility for a list in a guidance section:

  1. Ensure that you have the Settings Admin role or similar. For more information, see Built-in roles and Assign security roles.

  2. From the Cloud menu (), select Settings () | <your product name> | Manage Template.

  3. Open the product template. See Manage the firm template for more information.

  4. Select the Documents page.

  5. Open the checklist and select Edit ().

  6. Select the lightbulb icon () to make the guidance section appear to the left or select the Guidance tab if you want to add a list there.

  7. Select Bullet List () or Ordered List () to insert a list in the text section. Replace the Conditional Item placeholder text.

  8. Select Insert Conditional Item () to add the visibility option to the list. Replace the Conditional Item placeholder text.

    The Visibility icon () displays next to the list item.

  9. Select the Visibility icon () to display the Visibility Settings dialog.

The user interface for adding visibility settings to checklists.

  1. Select Hide or Show from the blue dropdown to specify the visibility action.

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

  3. Select Add Condition.

  4. Choose a condition type from the list, then specify the condition parameters. To learn more, refer to Visibility conditions and examples.

  5. Once you've done, select Save.

You can select Clear to clear all conditions and start over.