Creating a Script Custom Template

When you create a custom template using script, you can:

  • Deploy the script template to Planning
  • Launch the template in Planning, where the steps will display allowing you to enter data at runtime
  • Use run-time functions and design-time prompts
To create a custom template using a script:
  1. In System View, right-click Templates, and then select New.
  2. In the New Custom Defined Template dialog box, enter the requested information, and then click OK.

    The dialog box is automatically populated with the Planning application type, application, and cube you are working with in the System View.

  3. When the template is opened, click the drop-down next to Designer, and then select Edit Script.
    This converts the template from graphical to script.
  4. In the Script Type drop-down, select Calc Script.

    If you do not see the Script Type drop-down, click >> at the right of the Template Designer.

  5. In Properties, enter properties for the template.
  6. In the Template Designer type in the script.
  7. Use the Design Time Prompt tab to enter design-time prompts that prompt you to enter information when you launch the template in Planning. See Creating Design-Time Prompts for Custom Templates
  8. Click Save button to save the template.
  9. Deploy the template to Planning.
  10. Open Planning, and then launch the template.