Creating Composite Forms
Composite forms display several forms simultaneously, even those associated with different plan types. Users can enter data and see results aggregated to an upper-level intersection, such as Total Revenue.
To create composite forms:
- Select Administration, then Manage, and then Forms and Ad Hoc Grids.
- Select the folder in which to store the form. See Selecting and Opening Forms and Folders.
- Click Create Composite Form above the list of forms.
- In the Properties tab, enter a form name of up to 80 characters, and an optional description of up to 255 characters.
- Optional: Select Hide Form to hide the form.
- Optional: Enter instructions for the form.
- Set the composite form layout. See Setting Composite Form Layout.
- Set the composite form section properties. See Setting Composite Form Section Properties.
- Set the composite form Point of View and Page display options. See Setting Composite Form Point of View and Page Dimensions
- Click Save to save your work and continue, or click Finish to save your work and close the form.