Creating Data Forms

A data form is generally used to enable Financial Management users to enter data into the database from an interface such as a Web browser, and to view and analyze data or related text. Two methods are available for creating data forms:

See the Oracle Hyperion Financial Management Administrator's Guide for the data form script syntax.

You must be a Financial Management administrator or a user with Manage Data Entry Forms role to create data forms.

  To create data forms using the Form Builder:

  1. Open a Financial Management application.

  2. Select Administration, then Manage Documents, and then Data Forms.

  3. Click New.

  4. Enter information on each tab. Consult Online Help for assistance.

    • To scan the form for proper syntax, select Scan.

    • To post changes to the server, select Update.

    • To reset the form values, select Reset.

  5. Select Save.

  6. Specify the data form name and the directory in which to store it.

    Note:

    Financial Management saves the data form only if it does not contain errors.