Creating Composite Forms

Subtopics

Composite forms display several forms simultaneously, even those associated with different plan types. Users can enter data and see results aggregated to an upper-level intersection, such as Total Revenue.

Watch this video to learn about creating composite forms in Planning.

Video icon Video

  To create composite forms:

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

  2. Select the folder in which to store the form. See Selecting and Opening Forms and Folders.

  3. Click Create Composite Form above the list of forms.

  4. In the Properties tab, enter a form name of up to 80 characters, and an optional description of up to 255 characters.

  5. Optional: Select Hide Form to hide the form.

  6. Optional: Enter instructions for the form.

  7. Set the composite form layout. See Setting Composite Form Layout.

  8. Set the composite form section properties. See Setting Composite Form Section Properties.

  9. Set the composite form Point of View and Page display options. See Setting Composite Form Point of View and Page Dimensions

  10. Click Save to save your work and continue, or click Finish to save your work and close the form.