Opening Forms and Ad Hoc Grids from Web Applications (Web Launch)

From your web application of your business process, you can open forms and ad hoc grids in Oracle Smart View for Office. This action is also referred to as web launch.

Cloud data source types: Planning, Planning Modules, FreeForm, Enterprise Profitability and Cost Management, Financial Consolidation and Close, Tax Reporting

On-premises data source types: Oracle Hyperion Financial Management, Oracle Hyperion Planning

Note the following best practices for using web launch:

  • Mozilla Firefox, Google Chrome, and Microsoft Edge require a browser-specific add-on for web launch. Follow the instructions on installing the add-on for these browsers in the Oracle Smart View for Office Installation and Configuration Guide, Installing Browser Add-ons.

  • Configure the download handling option on your browser to either launch the Smart View download link file (SVLNK) directly in Excel; or to save the SVLNK file, which you then double-click from the download location to launch in Excel.

    Set your web browser's download option to determine how the SVLNK files required for web launch are handled. Following are general references for accessing and setting the download options for supported browsers:

    • Mozilla Firefox: Go to Tools, then Settings. Under Files and Applications, in the Applications section, choose an option for the question, "What should Firefox do with other files?"
    • Google Chrome: Click the ellipsis, Customize and control Google Chrome button, at the top left of the browser window, select Settings, and then Download. Choose to enable or disable the Ask where to save each file before downloading option.
    • Microsoft Edge: Click the ellipsis, Settings and more button, at the top left of the browser window, select Settings, and then Download. Choose to enable or disable the Ask me what to do with each download option.
  • For the best experience, start Excel before completing the following procedure.

  • To always open a form or ad hoc grid from the web application of your business process in a new workbook instance, select the Open Web Launch Link in New Workbook option in the Advanced tab of the Smart View Options dialog box. This prevents overwriting of any existing form or ad hoc grid that you may have opened or be working on already before opening a new artifact from the web application.

    If Excel is not already started when using the Open in Smart View action, then two Excel workbook windows are opened: one that is empty, and one that contains the artifact that was launched from the web application.

To use web launch to open a form or ad hoc grid in Smart View:
  1. In a supported Oracle Fusion Cloud Enterprise Performance Management or Oracle Enterprise Performance Management System web application, open a form or ad hoc grid.
  2. From the form or ad hoc grid in the web application, perform an action:

    • Cloud EPM: Select Actions, then Open in Smart View

    • EPM System: Select Actions, then Smart View

    You are prompted by your browser depending on the download handling options you have selected to either save the file or open it in Excel.

    • If Excel is already open, the form or ad hoc grid is launched on a new sheet in the existing opened workbook along with the proper ribbon. For example, if you chose to open a Planning form in Smart View, then the Planning ribbon is displayed. You will be prompted for login if not already signed in.

    • If not already open, Excel is launched, you are prompted for login, and the form or ad hoc grid appears in Smart View along with the proper ribbon.

    • If you have selected the Open Web Launch Link in New Workbook option in Smart View Options, the form or ad hoc grid is opened in a new workbook.