You can use system templates to design business rules. After you open a business rule in the Rule Designer, you can find system templates under Existing Objects by expanding an application, dragging a system template from the System Templates node, and dropping it into the business rule flow chart.
To use a system template in a business rule:
In the System View, expand the Planning or Essbase application type, the application, the plan type (for Planning) or the database (for Essbase), and Rules.
Right-click the rule you want to add a system template to, and select Open.
Select the rule you want to add a system template to, and select File, Open.
Select File, New, then Rule to create a new business rule into which you can drag and drop the system template.
When the rule opens in the Rule Designer, from Existing Objects, expand the System Templates node.
Drag the system template you want to add to the business rule, and drop it into the flow chart.
After you drop the system template into the flow chart, the Summary tab becomes active, and the Template Wizard is displayed.
Enter information for the template in the Template Wizard.
For users of Classic and Performance Management Architect Planning applications and users of Essbase block storage applications:
Note:
There are no system templates for Essbase aggregate storage applications.
To add information for the Clear Data template, see Using the Clear Data Template in a Business Rule (Planning and Essbase Block Storage Users Only).
To add information for the Copy Data template, see Using the Copy Data Template in a Business Rule (Planning and Essbase Block Storage Users Only).
To add information for the Amount–Unit–Rate template, see Using the Amount–Unit–Rate Template in a Business Rule (Planning and Essbase Block Storage Users Only).
To add information for the Allocate Level to Level template, see Using the Allocate Level to Level Template in a Business Rule (Planning and Essbase Block Storage Users Only).
To add information for the Allocate Simple template, see Using the Allocate Simple Template in a Business Rule (Planning and Essbase Block Storage Users Only).
To add information for the Aggregation template, see Using the Aggregation Template in a Business Rule (Planning and Essbase Block Storage Users Only).
To add information for the SET Commands template, see Using the SET Commands Template in a Business Rule (Planning and Essbase Block Storage Users Only).
To add information for the Export-Import Data template, see Using the Export-Import Data Template in a Business Rule (Planning and Essbase Block Storage Users Only).
On Summary, the information you enter in the Template Wizard is displayed. You can click Edit to edit the information.
On Script, you can view the template in its non-graphical format.
Note:
You cannot make changes on this tab. If you want to make changes to the template script, save the business rule, then select Edit, Script to convert the business rule and its components into a script.