Creating Form Templates

  To create form templates:

  1. In your application, select Manage, and then Form Templates, and then New.

  2. On the Properties tab, provide information:

    • Name

      Enter a unique form template name.

    • Description

    • Scenario

      The Scenario dimension is created as part of the application. The Administrator or Power User enters members to the Scenario dimension or imports Scenario from Financial Management during Financial Management integration.

      Select the form template for a particular scenario; for example: Actual or Budget.

  3. Access these tabs on the Create Form Template: