Working with Data Forms

You can enter data in an application using forms that your administrator created. Data Forms enable you to enter data for predefined views, such as specific periods and accounts. The forms support nested columns and rows for multidimensional analysis, and enable you to drill into further detail.

You can view a list of available data forms. The list displays the name, description, and last-modified date. If you have the Manage Data Forms security role, you can also view the security class for each form.

Forms may also be included in folders. The Data Forms administrator can create folders to organize the forms in an application. You can view the forms in a folder, but only the administrator can create or delete folders.

You can only enter data on forms for which you have security rights. You can open, view, enter or edit data, and save data in data forms. Only an administrator with Manage Data Forms security rights can create, load, and delete forms. See the Oracle Hyperion Financial Management Administrator's Guide.

From an open form, you can launch and work with the form in Oracle Smart View for Office. For information on using Smart View, see the Oracle Smart View for Office User's Guide.

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