Creating Smart Forms

In Smart View, you create Smart Forms by saving ad hoc grids that contain grid labels and business calculations.

To create a Smart Form:

1. Open an ad hoc grid.

   Alternatively, open a form and click Analyze to convert the form to an ad hoc grid.

2. Add grid labels and business calculations (in the form of Excel formulas and functions), to the ad hoc grid.
3. Then, in the provider ad hoc ribbon, click Save As Smart Form.
4. In the Save As Smart Form dialog:
   • In Grid, provide a name for the Smart Form.

   • In Grid Path, browse to the location where you want to store the Smart Form.

     You can also type a new folder name. The folder appears under the application in the Smart View Home panel.

   • Optional: Select Submit Formatting to save any custom Excel formatting changes that have been applied to the grid.

   • Optional: Enter your comments in Description.
5. Click OK.

   In the Smart View Home panel, Smart Forms are indicated with the icon.