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  1. In a new or existing row designer record, click Generate Row button.  The Generate Rows screen will open.
    Image Added
  2. Configure rows you want to generate. The following will show you in detail how to generate rows.
    Children Display
    alltrue
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title18.3

The Generate Rows screen is used to easily add rows by Account ID or Primary account and automatically configure its filter accounts. Also, each row generated will have Filter Accounts row type. If in any case you will want to change this to either Cash Flow Activity or Percentage row type, you can do so without worrying of losing the Filter Accounts because it will be preserved. 

Changing this to other row types, except Cash Flow Activity and Percentage, will result to this message.

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When you click Yes on this message, the Filter Accounts on the selected row will be deleted and you will not be able to restore it. 

The following steps will guide you on how to generate rows. 

  1. In a new or existing row designer record, click Generate Row button.  The Generate Rows screen will open.
    Image Modified
  2. Configure rows you want to generate. The following will show you in detail how to generate rows.
    Children Display
    alltrue
Expand
title18.1

The Generate Rows screen is used to easily add rows by Account ID or Primary account and automatically configure its filter accounts. Also, each row generated will have Filter Accounts row type. If in any case you will want to change this to either Cash Flow Activity or Percentage row type, you can do so without worrying of losing the Filter Accounts because it will be preserved. 

Changing this to other row types, except Cash Flow Activity and Percentage, will result to this message.

When you click Yes on this message, the Filter Accounts on the selected row will be deleted and you will not be able to restore it. 

The following steps will guide you on how to generate rows. 

  1. In a new or existing row designer record, click Generate Row button.  The Generate Rows screen will open.
  2. Configure rows you want to generate. The following will show you in detail how to generate rows.
    Children Display
    alltrue

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