Saving Components as a Template (Financial Management, Planning, and Essbase Block Storage Application Users Only)

If you want to reuse a business rule's components in other business rules, you may want to save them as a template. You save components as a template from within the Rule Designer or Template Designer flow chart.

  To save components as a template:

  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, and select Save As Template.

    Note:

    You can save only components or a component group as a template. When you save components as a template, any children of the components are saved to the template; any business rules or templates in the flow chart are not saved to the template.

  4. In Save As, click OK.

    Tip:

    To see the new template, you may need to refresh the System View.