Inserting a Custom Defined Template into Business Rule's Flow Chart (Financial Management, Planning, and Essbase Block Storage Application Users Only)

You can insert a copy of a custom defined template into a business rule by dragging and dropping the custom defined template into the flow chart of the business rule into which you want to insert it.

  To insert a custom defined template into a business rule:

  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.

  2. Right-click the business rule into which you want to insert the template, and select Open.

  3. In the Rule Designer, under Existing Objects, expand the Templates node.

  4. Drag the template you want to insert in the rule, and drop it into the rule's flow chart in the location in which you want it to display.

  5. Select File, Save.