Selecting and Opening Forms and Folders

Use these procedures to select and open form folders and the forms they contain. For ease of editing, administrators can open non-ad hoc forms for editing directly from the end-user interface.

  To select and open non-ad hoc forms from within the end-user interface:

  1. Open the data form.

  2. Click the Form Designer icon Form Designer icon at the top of the page.

    The form opens in edit mode in a new tab.

  To select and open forms or form folders from within the administrator's interface:

  1. Select Administration, then Manage, and then Forms and Ad Hoc Grids.

  2. Perform one of the following steps:

    • To open a form folder, select a form folder beneath Form Folders.

    • To open a form, select a form from the list displayed beneath Form when the appropriate form folder is open.

After you select a form folder, use the buttons next to Form Folders to create, rename, and assign access to the folder. After displaying a form, use the buttons above Form to create, edit, move, delete, and assign access to forms. The icon next to the form name indicates the type of form:

  • Simple Icon Simple form

  • Composite Icon Composite form

  • Master Icon Master composite form

  • Ad Hoc Icon Ad hoc grid

For information about setting up ad hoc grids, see Working with Planning for Oracle Planning and Budgeting Cloud Service.