Setting Task Properties

You must set properties for all task types except Descriptive tasks.

  To set task properties:

  1. Open the Manage Task Lists page.

    See Managing Task Lists.

  2. Select a task list, then click Edit.

  3. Select a task, then click Edit.

  4. Click Property.

  5. In Property:

    Table 59. Setting Task Properties

    Type of Task

    Action

    URL

    Enter a fully qualified URL to associate with this task, such as http://www.company_name.com. Optionally, select Use Single Sign On to enable users to open a URL for another product that accepts single sign-on (see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide). To link to Financial Reporting in the EPM Workspace, single sign-on is not required. Instead, include the ObjectID to link to (see the Oracle Enterprise Performance Management Workspace Developer’s Guide).

    Data Form

    For Data Form Folder, select the folder containing the data form associated with this task. For Data Form, select the data form for users to complete.

    Optional: Select Set Page Member Defaults to select the member from each dimension to display as the default when the task is first opened. After you select this option, you can select the members for the page dimensions. The page member defaults apply until a user updates the data form and returns to the task in another session. Where page member defaults are set, they override the most recently used settings in each session.

    Business Rule

    For Plan Type, select the plan type associated with the business rule to execute. For Business Rules, select the business rule to execute.

    Approvals

    For Scenario and Version, select the scenario and version users will work in.

    For Descriptive tasks, no updates are required.

  6. Click Save.

  7. Click Close.