Managing Continuation Chains

Overview

A tagged text block in Lucanet XBRL Tagger can span multiple sections of a document.

When a single XBRL tag covers text that is distributed across different pages or chapters, the individual text sections are linked in a continuation chain. Each section in the chain is referred to as a continuation item.

The Continuation administration allows you to view, reorder, and manage all continuation items belonging to a selected tag in one place.

Opening the 'Continuation Administration' Dialog

You have the following options for opening the Continuation administration dialog:

  • Via the context menu: Right-click a tagged text block in the Tagging area and select Continuation administration from the context menu:
Opening Continuation administration from the document
Opening Continuation administration from the document

The menu item is disabled (grayed out) if the selected tag has no continuation chain, i.e., if it is a stand-alone tag without continuations.

  • Via the command bar: Click the search icon in the top bar of the XBRL document workspace or press CTRL + SHIFT + P to open the command bar. Search for Continuation administration and select the command.
  • Properties area: When you select a tagged text block in the Tagging area that is part of a continuation chain, the Continuation section is displayed in the Properties area:
'Properties' area with continuation item
'Properties' area with continuation item
Structure of the 'Continuation Administration' Dialog

The Continuation administration dialog is displayed, for example, as follows:

Dialog 'Continuation Administration'
Dialog 'Continuation Administration'

The following information is displayed in the Continuation administration dialog:

  • Tag name: The human-readable name of the XBRL tag the continuation chain belongs to. All items in the chain share the same tag name.
  • Tag technical name: The technical XBRL identifier of the tag (for example, ifrs-full:DisclosureOfBorrowingsExplanatory).

 

The table lists all continuation items in the continuation chain. The following columns are displayed for each item:

Column Description
Order # The current position of the item in the continuation chain.
Content

A short preview of the text content (up to 120 characters).

Click the double arrow to display the full text.

Chapter The chapter in the source document that contains the current continuation item.
Doc. # The position of the item in the source document (document position). Use this column to compare the custom order with the original document structure.
Functions in the 'Continuation Administration' Dialog

The following functions are available in the Continuation administration dialog:

Column Description

Change order

Move rows by drag-and-drop to change the order.

Show content

Click the double arrow to display the full text.

 

Navigate to item in document

The document scrolls to the item and selects it in the Tagging area.

Delete item

Removes the item from the continuation chain.

Note: The Delete button is disabled when only one item remains in the chain. The last remaining item contains the primary XBRL tag and cannot be deleted.

Reset to document position

 

The position of the item in the source document (document position). Use this column to compare the custom order with the original document structure.
Save changes Applies the changes.
'Continuation' Area in the Properties

When you select a tagged text block in the Tagging area that is part of a continuation chain, the Continuation section is displayed in the Properties area. This section gives you a quick overview of the item's position in the chain, without having to open the full administration dialog.

Actions for a continuation item in the 'Properties' area
Actions for a continuation item in the 'Properties' area

The following information is displayed for a continuation item in the Properties area:

Property Description
Tag name The human-readable name of the XBRL tag.
Tag technical name The technical XBRL identifier of the tag.
Member The dimension member assigned to the item, if any.
Position in chain The current position of the item within the continuation chain.
Document position The position of the item in the source document.

The following navigation and actions are also available in the Properties area:

  • Actions menu: 
    • Edit: Opens the Continuation administration dialog for the entire chain.
    • Delete continuation chain: Removes all continuation links in the chain after your confirm. Click Yes, delete to confirm the operation.
  • Next item / Previous item: Navigates to the next or previous item of the chain in the document.
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