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Firm Library- Specifying Table Row Properties

Template authors can control how rows are displayed in the tables.


Specifying Table Row Attributes

  1. From the Table Tools tab, in the Row Properties group, click (Attributes).
  2. Select from the following options:
Option Description
Title Row Select to make the row a title row. The style applied to the row will change and the numeric cells will hide for the row.
Switch Sign Select to display sign for a table row is to be switched. This means that a balance of 20 is displayed as -20, and vice versa. A icon appears next to the row with the switched sign.
Subtract

Select to make the row to be subtracted rather than added. By default, all values in a subtotal or total are added. A (subtract) icon appears next to the row that is subtracted.

Currency

Select to display currency symbols on the first row of the table and/or the total row. In Financials, you can display a currency symbol in any row. This symbol is specified in the Global Setup tab.

Keep Cell Properties

Select to preserve row properties. For example, if the properties for a row are different from the properties defined for the cell group to which the row belongs, you can specify that these changed row properties are to be preserved.


Defining Rows as Input Rows

The entire row or components of a row can be set to input so that end users can manually type data into the row. When the row or row component is set to input, a red dot will appear indicating to reviewers that a manual change has been made.

For convenience, Financials enables you to specify multiple input rows in a table.

  1. In the Firm Library document for the financial statement area, click in the table in which you want to define input rows.
  2. From the Table Tools tab, in the Row Properties group, click (Input).
  3. In the Select Rows dialog, select the rows to be input.
  4. Click OK.

The selected rows are now input.


Specifying a title line

In a table in a financial statement area, you can add and configure title lines and headings.

In a financial statement area, you can specify that any line in a table is to be a title line.

  1. In the Firm Library document for the financial statement area, click the line that is to become a title line.
  2. From the Table Tools tab, in the Row Properties group, click Attributes.
  3. In the Attributes dialog, select the Title Row checkbox.
  4. To specify the text for the title line, select the Allow input override check box, and then type the title text into the field below this check box.
  5. Click OK.

The table line is now a title line.


Specifying when a row is to be printed

For any table row, you can specify that a row is to be:

  • Always printed
  • Never printed
  • Printed if a balance exists (this is the default).

You can also select specific columns to print, or specify that a subtotal is to be printed only if more than one balance exists in the rows to be totaled.

  1. In the Firm Library document document, click in the row for which printing is to be specified.
  2. Click (Print). The Row Print Options dialog appears.
  3. Select one of the following radio buttons:

    Radio Button Description
    Print if there is a balance Print the row if it contains at least one non-zero balance.
    Print always Always print the row. This can be used if you want to print a row even if it has a zero balance.
    Never Print Never print the row.
    Print if more than one balance in the sub-total Print the subtotal row if more than one of the rows that is being summed contains a non-zero balance. This radio button is available for subtotals only.
  4. In the Printed columns pane, select the check boxes next to the columns that you want to print.

The specified row print option determines when the row is printed.