Tagging status
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Conformance to the iXBRL tagging rules for a single tag property, a group of tag properties, the tag itself, or a group of tags is checked automatically and immediately on each change. The conformance of each of the aforementioned items is indicated by their tagging status. At any given time, each of the items must be in only one of three tagging statuses:
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Proposed status
A tag property is in the proposed status if its value been automatically proposed by the tool.
A tag is in the proposed status if at least one if of its properties is in the proposed status and none of its properties are in invalid status.
A group of tags is in proposed status if least one tag in the group is in proposed status and no tags in the group are in invalid status
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Upon creating the tag, the tagged content is automatically analyzed, and based on the results of that analysis the tool will attempt to determine the tag type. Once the type has been determined, either based on the automated analysis or based on the type of the position referenced by the tag, the tool will automatically propose the tag value and properties.
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The sign is proposed based on the location and the context of the tagged content. For example, if the tool detects indications that a given value should be negative (e.g. the tagged numerical value is enclosed in brackets) it will propose a negative sign
The proposed precision is -2 (i.e. the value will be reported as a percent)
Numeric tags
The sign is proposed based on the location and the context of the tagged content. For example, if the tool detects indications that a given value should be negative (e.g. the tagged numerical value is enclosed in brackets) it will propose a negative sign
The proposed precision is the precision that's configured in the document's Precision column
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Note: Positions can be removed from tags by clicking the status icon next to the Position property. Once clicked, the current position reference will be removed and the tool will not propose another position reference. Please note, that this will also mean that the Position property will have no value, and therefore, both the property and the tag it belongs to will transition to the invalid status.
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- If the initial tag status is proposed, the tag (and all of its properties) transitions to the confirmed status (and the current property values are reported as the actual property values)
- Otherwise (i.e. if the initial status is invalid or confirmed):
- If the tool is able to propose a value for all of the tag properties, the current property values (if any) are replaced with the proposed values and the tag and all of its property transition to the proposed status
- Otherwise:
- The properties for which the tool is able to propose values , have their current values replaced with the proposed ones, and those properties transition to the proposed status. The properties for which the tool is unable to provide a proposal (e.g. the Positions property) retain their values and their status. Depending on the initial status of those properties the entire tag either transitions to invalid (if the initial status was invalid) or proposed (if the initial status was confirmed)
- If the tool is unable to provide proposals for any of the properties, all of them (and conversely the tag itself) retain their initial values (if any) and their initial state
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Editing a property value or clicking the status icon next to a property or the value preview when multiple tags are selected is simply a shortcut to selecting each of the tags to which the property or value applies one by one and then performing the exact same action on each of those tags – one at a time. Therefore, the rules described above apply - the status of the properties and tags in question will behave and transition in exactly the same way as if the action was performed individually for each tag and property.
For individual selections, only the tag properties of that tag type are displayed and can be modified in the Value details panel; for group selections, all of the tag properties belonging to any of the selected types type are displayed and can be modified in the Value details panel. Therefore, while editing a property that's common to multiple tags will set the provided value (and conversely the status) in all of the tags that share the property; it won't affect the tags (or their status) that do not share that property in any way. An additional consideration is that, in order to prevent inadvertent changes, while editing a common property for multiple tags is possible and while those changes and the appropriate state transitions will apply to each individual property and tag, it's not possible to transition a tag property or value from one state to another by clicking the status icons next to the property or the value unless all of the selected tags have the exact same value for the property in question. In other words, if at least two tags are selected that have the same property, but have different values for it, it will not be possible to transition the status of that property by clicking the status icon as it will be hidden. Please note that in those scenarios, manually editing the property value will set the same values in all of the tags in question and will transition the status of the property and the tags themselves accordingly – it is only that this transition cannot be achieved by clicking the status icon (unlike if a only one of the tags was selected)