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 Oracle Hyperion 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:

   • Sections Working with Sections

   • Instructions Specifying Form Template Instructions

   • Workflow Assigning the Workflow

   • Questions Specifying Form Template Questions

   • Access Setting Form Template Access for Users, Groups, or Teams and Bulk Uploading

   • History Viewing Form Template History