Creating Simple Forms

Subtopics

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

Table 9. Simple Form Creation Checklist

Task	Want to Know More?
Set form layout, including: Adding form rows and columns Assigning dimensions to columns and rows Selecting dimension members for users to work with Setting grid properties for the form Setting dimension properties Adding formula rows and columns Setting display properties for the form Setting printing options for the form Adding and updating validation rules in forms	See Setting Form Layout.
Define page axis and point of view	See Defining Simple Form Page and Point of View.
Select members	See Using the Member Selector.
Set form precision, context menus associations, and whether to enable dynamic user variables	See Setting Form Precision and Other Options.
Select business rules and set properties	See Using Business Rules.
Define access permissions	See Setting Up Access Permissions.
Design formula rows and columns	See Designing Forms with Formula Rows and Columns.
Design data validation rules	See Designing Forms with Data Validation.

To create simple forms:

Select Administration, then Manage, and then Forms and Ad Hoc Grids.
Click Actions, and then select Create simple form.
On the Properties tab, provide a form name of up to 80 characters, and an optional description of up to 255 characters.
Select the Plan Type associated with the form. See Forms and Plan Types.
Optional: Provide instructions for working with the form.
Click Next to specify the form layout. See Setting Form Layout.

You can also create composite forms, which are forms that display several simple forms simultaneously. See Creating Composite Forms.