Adding Data Forms

This example shows how to add data forms that request new assets for each asset class. These data forms allow multiple requests for each asset class, and save and calculate in one step.

  To add data forms:

  1. In Planning, select Administration, then Manage, and then Data Forms.

  2. From Data Form Folders, select Capital, then select the data form 02. New Asset Requests, and then click Edit.

  3. Select Save As, then type the name 02D. New Asset Requests - Addition based on Asset Class, and then click Finish.

  4. From Data Form Folders, select Capital, then select 02D. New Asset Requests – Addition based on Asset Class, and then click Edit.

  5. Select Layout, then in Rows, move Asset Class dimension to None, and then clear Suppress Missing Data and Suppress Missing Blocks.

  6. Change the Line Item member value to Descendants("Total New").

  7. Drag the Asset Class dimension to Page.

  8. Select the Asset Class dimension, then select the members Descendants("Tangible Assets"), and then click Submit.

  9. Click Save and Finish.

  10. From the Data Form Folders, select Capital, then select 02. New Asset Requests, and then click Edit.

  11. Select Layout, and then select and add the data form 02D. New Asset Requests—Addition based on Asset Class to the Selected Data Forms column.

  12. Remove the data form 02A. New Asset Requests—Addition from the Selected Data Forms column.

  13. Click Save.

  14. From the left pane, select the data form 02 New Asset Requests.

    The bottom data form displays asset details as line items.