Collapsing and Expanding a Component in a Flow Chart (Financial Management, Planning, and Essbase Block Storage Application Users Only)

If you have a business rule or template that has many complex components, you may want to collapse or expand some of them in the flow chart. By collapsing and expanding components in a flow chart, you can maximize space for the display of components you want to work with while minimizing space for the display of those with which you do not want to work.

  To collapse a component in a flow chart:

  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 open a business rule or template.

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

  3. In the Rule Designer or Template Designer flow chart, perform one of these actions on the components:

    • If you want to expand a component, right-click it, and select Expand.

    • If you want to collapse a component, right-click it, and select Collapse.

  4. Select File, Save.