Loading Data Forms

After you create data form scripts, you load them into an application. For information on creating a data form script, see Data Form Script Syntax.

Note:

Oracle recommends that you add Financial Management to the exceptions for your Web pop-up blocker. When you perform some Financial Management tasks on the Web such as loading data, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

  To load data forms:

  1. Open the application.

  2. Select Administration, then Manage Documents.

  3. Select the Data Entry Forms tab.

  4. Click Load.

  5. Click Browse and locate the data form script to load, then click Open.

    Note:

    By default, data form scripts use the WDF file extension. The load process accepts other file extensions such as TXT or CSV, however, Oracle recommends that you use the WDF file extension.

  6. Optional. Perform one of these steps:

    • To override the security class specified in the file being loaded, select Override, then select the security class from Security Class.

    • To make this form available only to you, select Private. If you select this check box, the Override check box and Security Class drop-down list are not available.

  7. Repeat step 5 and step 6 until you have added the forms to load.

  8. Optional: Select Overwrite Existing Documents if you are updating data forms.

  9. Click OK.

    Note:

    All data forms that you load must include a valid ReportLabel. If you have selected to load multiple forms and one of the forms has an invalid ReportLabel, none of the selected forms are loaded.