7 Managing Data Forms

Data forms are templates with predefined rows and columns that you set up for users to view and enter specific data. Users cannot add rows and columns to or remove rows and columns from data forms. They can change point of view selections only for the dimensions that you specify when you set up the form. You can define links from one form to another to enable users to drill through to view data in the linked form.

To create data forms, you must be assigned to the Administrator or Manage Data Entry Forms security role. To load, extract, and delete data forms, you must be assigned to the Manage Data Entry Forms role.

You can create data forms in two ways:

  • Using the Data Form options in the Form Designer

  • Writing a script in the Script view

By default, data forms use the WDF file extension.

You can easily switch between the Designer and Script view. If the script contains any errors, they are displayed in the Script view. From the Script view, you can also print data forms.

You can switch from the Designer view of a data form to Open Form. The system prompts you to save the form, then displays the data form.