Creating Data Forms

A data form is generally used to enable Oracle Hyperion 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:

• Using a script

• Using the Form Builder

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. In Document Manager, select New, and then Data Form.
3. Select Administration, then Manage Documents, and then Data Forms.
4. Click New.
5. Enter POV information, Row and Column information, and optionally, Form Details. Consult Online Help for assistance.

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

   • To reset the form values, select Reset.

6. Select Actions, and then Save.
7. 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.