Copying and Pasting a Custom Template

You can copy a custom template and paste it into another business rule.

The rule into which you copy it must belong to the same application type and calculation or plan type. For example, you can copy a custom template from a rule in a Plan1 plan type in a Planning application to another rule in a Plan1 plan type in a Planning application, but not to a rule in a Capital Asset plan type.

The rule into which you copy it must belong to the same plan type. For example, you can copy a custom template from a rule in a Plan1 plan type in a Planning application to another rule in a Plan1 plan type in a Planning application, but not to a rule in a Capital Asset plan type.

To copy and paste a custom template, do one of the following:

  • Expand the Templates node, then right-click the template, then select Copy to, then enter the requested information in the Copy To dialog box, and then click OK.

  • In the flow chart of a business rule, right-click the template to copy, and then select Copy. Open the business rule where you want to paste the template, right-click in the flow chart of the business rule, and then select Paste.

Note:

Custom templates and design-time prompts are supported in Financial Management, Planning, and Essbase Block Storage applications.