Parent-level Commenting with Line Items Pulled from One Module to Another

dock · February 2020

I have a question about parent-level commenting with line items pulled from one module to another. There are line items in module 1, which are pulled into module 2 via subset and transposed into rows. In the screenshot, you’ll see ‘Salaries & Wages’ is the sum of ‘Salaries’, ‘Overtime’, etc. There’s a ‘Key Highlights’ line item in module 2. But with this architecture, ‘Key Highlights’ is editable for ‘Salaries’, ’Overtime, etc., but not ‘Salaries & Wages.’ Any recommendations on how to change this architecture so that the ‘Key Highlights’ line item is editable at all levels in Module 2?

Screenshot 2020-02-21 16.49.42.png

LipChean_Soh · February 2020

Hi @dock

If List A is the parent of List B, then you cannot modify texts for any members in List A in a module which applies List B.

However, do see if the following works:

1. Parent COA is the parent of Child COA.

Screen Shot 2020-02-24 at 22.00.42.png

2. The members created are similar to the ones you created, where 'Salaries & Bonus' and 'Bonus' are members of Parent COA, while the others are members of Child COA.

Screen Shot 2020-02-24 at 22.00.53.png

3. 'Parent COA Comment' module is created, where it applies 'Parent COA'. You can enter comments at Parent COA level.

Screen Shot 2020-02-24 at 22.01.02.png

4. 'Child COA Comment' module is created, where it applies 'Child COA' You can enter comments at Child COA level.

Screen Shot 2020-02-24 at 22.01.08.png

5. Publish both modules in the same dashboard. Activate 'Synchronization' for 'Child COA' in the second module, such that the selection of a Parent COA will show only the relevant Child COA in the second module.

Screen Shot 2020-02-24 at 22.01.25.png