You can set and edit options for form display, such as hiding forms or displaying missing values as blank, in the Layout tab.
You can also enable account-level annotations. Users can add annotations to accounts in forms if they have write access to the account, entity, scenario, and version members. Account-level annotations can vary by different combinations of Scenario, Version, and Entity dimensions.
Notes:
The Account dimension must be assigned to a row axis.
Account, Entity, Versions, and Scenario dimensions cannot be assigned to the column axis.
The Entity dimension can be assigned to the row, page, or Point of View axis.
Version and Scenario dimensions must be assigned to the page or Point of View axis.
Select Display Properties, and then select form options:
Option | Description |
---|---|
Make form read-only | You cannot set this option for composite forms. |
Hide form | For example, hide forms that are part of composite forms or are accessed from menus or task lists. |
Display missing values as blank | Leave form cells empty where data does not exist. If this option is not selected, empty cells display the text “#MISSING.” |
Enable account annotations | This option is available only if the Account dimension is on the row. For information about using account annotations, see the Working with Planning for Oracle Planning and Budgeting Cloud Service. |
Allow multiple currencies per entity | If the application supports multiple currencies, allow entities to support multiple currencies, regardless of base currency. Users can select currency for displayed cell values in forms. |
Enable Mass Allocate | Users must have the Mass Allocate role to use this option. For information about using Mass Allocate, see the Working with Planning for Oracle Planning and Budgeting Cloud Service. |
Enable Grid Spread | For information about using Grid Spread, see Working with Planning for Oracle Planning and Budgeting Cloud Service. |
Enable cell-level document | (Default) Enable users to add, edit, and view documents in cells in the form, depending on access permissions. To prevent users from using documents in a form, clear this option. To use cell documents, see Working with Planning for Oracle Planning and Budgeting Cloud Service, Setting Up Access Permissions. |
Message for forms with no data | Enter text to display in form rows for queries without valid rows. Leave blank to display the default text, There are no valid rows of data for this form. |
Click Save to save your work and continue, or click Finish to save your work and close the form.