Changing Formula and Script Components from Not Shared to Shared (Financial Management, Planning, and Essbase Block Storage Application Users Only)

If you want to change a formula or script component from not shared to shared, you must ensure there is not another shared or unshared formula or script component that has the same name within the same application type (Financial Management, Planning, or Essbase). Shared objects must have unique names across applications, so you cannot create a shared object with a name that is already used.

To share a formula or script component, ensure that the Shared check box is selected on the component's Properties tab when you drag and drop an existing component into a rule or template's flow chart. (The Shared check box is selected by default.)

  To change a formula or script component from not shared to shared:

  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, depending on whether you want to create a shared formula or script component for a rule or a template.

  2. Right-click the rule or template, and select Open.

  3. When the Rule Designer or Template Designer opens, do one of these tasks:

    • If you want to share an existing formula or script component as you drag and drop it into the flow chart:

      1. In Existing Objects, expand the application, calculation or plan type, and the Formulas or Scripts node that contains the formula or script you want to share.

      2. Drag the formula or script, and drop it into the desired location in the flow chart. By default Shared is selected on the component's Properties tab.

    • If you want to share a formula or script component that is already in the flow chart:

      1. Select the component in the flow chart.

      2. On the component's Properties tab, select Shared.

  4. Select File, Save.