Creating a Custom Defined Template from a Template's or Business Rule's Components (Financial Management, Planning, and Essbase Block Storage Application Users Only)

You can create a custom defined template by selecting components in a business rule or template's flow chart.

  To create a custom defined template from a business rule or template's components:

  1. In the System View, expand the Financial Management, Planning, or Essbase application type, the application, the calculation type (for Financial Management), the plan type (for Planning), or the database (for Essbase), and Rules or Templates.

  2. Open the rule or template that contains the components you want to save as a template.

  3. In the flow chart of the Rule Designer or Template Designer, select the components you want to save as a template, right-click, and select Save As Template.

  4. In Save As, click OK.

    Tip:

    To see the new template, you may need to refresh the System View. Click the Refresh toolbar icon to refresh the entire application list. You can also refresh the Templates node or any level above it in the application list to see the new template. See Refreshing Custom Defined Templates (Financial Management, Planning, and Essbase Block Storage Application Users Only).