Creating a Formula Component

You can create a formula component from the System View. Formula components can be used in business rules and templates.

To create a formula component:

  1. In System View, click the New Object icon.
  2. Enter the Application Type.
  3. Select an Application. The application must be a valid Planning application.
  4. Select the Plan Type.

    Note:

    From the System View, if you right-click Formulas and select New to create a new formula, the New Formula dialog is populated with the application type name, the application name, and the plan type name in which you are working.

  5. Select Formula as the Object Type.
  6. Enter the formula's name, and then click OK.

    The formula is displayed in the Component Designer. To design the formula component, see Designing a Formula Component.