Defining an automatic list

An automatic list is a group of user analyses that have common attribute values. Lists are used for reports and analysis for accounting units, activities, user analyses, assets, and leases. This procedure describes how to define an automatic attribute list.

Attributes must exist before you can use them in a list.

  1. Access List (MX10.1).
  2. Click New List to access Define List (MX10.2). Use this form to define header information for the new list. Use these guidelines to specify the field values:
    Object Type

    You must associate an attribute list with an object type. For Strategic Ledger, select ANYLS.

    List

    Specify a name and description for the new list.

    Sort By Attribute tab

    If you want to define a sort order for attributes in the list, then select attributes in the sequence that you want to use for sorting.

    Audit form tab

    Use the Audit form tab to display the user who defined the list, the date the list was last changed, and the date the list was last updated.

    After adding the new list, you will automatically navigate back to List (MX10.1). Use this form to define the attribute criteria for activities that you want in the list. Use these guidelines to specify the field values:

    Attribute

    Select the attribute or attributes that you want.

    Value range

    For each attribute that you select, specify a value range.

    Or Group

    If you leave this field blank, then the relationship between the attributes is an AND relationship, meaning that a user analysis is eligible for the list if it satisfies all the attribute values. You can type any alphanumeric character to indicate an OR relationship, meaning that a user analysis is eligible for the list if it satisfies any of the attribute values. See fqp1584504655836.html##F_65630x3Ax20H3x3Ax20Orx20Logicx20Tables.

    Note: If you need to change the Or Group field value, then you must first delete the attribute line, then re-enter it with the new Or Group value.
  3. Use these guidelines to specify the field values:
    Object Type

    You must associate an attribute list with an object type. For Strategic Ledger, select ANYLS.

    List

    Specify a name and description for the new list.

    Sort By Attribute tab

    If you want to define a sort order for attributes in the list, then select attributes in the sequence that you want to use for sorting.

    Audit form tab

    Use the Audit form tab to display the user who defined the list, the date the list was last changed, and the date the list was last updated.

    After adding the new list, you will automatically navigate back to List (MX10.1). Use this form to define the attribute criteria for activities that you want in the list. Use these guidelines to specify the field values:

    Attribute

    Select the correct attribute or attributes.

    Value range

    For each attribute that you select, specify a value range.

    Or Group

    If you leave this field blank, then the relationship between the attributes is an AND relationship, meaning that a user analysis is eligible for the list if it satisfies all the attribute values. You can specify any alphanumeric character to indicate an OR relationship, meaning that a user analysis is eligible for the list if it satisfies any of the attribute values. See fqp1584504655836.html##F_65630x3Ax20H3x3Ax20Orx20Logicx20Tables.

    Note: If you need to change the Or Group field value, then you must first delete the attribute line, then re-enter it with the new Or Group value.
    Note: As long as the list remains automatic, it is updated whenever you use it.
  4. To view the user analyses that meet the list's eligibility criteria, click Preview to access User Analysis List (SL21.1).
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