Searching for Forms and Other Artifacts

You can search for forms and other artifacts present in your Oracle Enterprise Performance Management Cloud business process starting Oracle Smart View for Office 23.100+.

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

The ability to search helps you find and access forms and other artifacts you need faster. In addition to forms, you can also search for smart forms, composite forms, ad hoc grids, and dashboards.

Currently, you can search within the Library folder only.

The following are supported in search:

• Regular expressions
• Alphanumeric terms: For example, Plan2022, Q3-report, or expenses5Jul
• Case-insensitive search: For example, searching for "plan", "Plan", or "PLAN" fetches the same list of items which have this term in their names, irrespective of their case.

To search for forms and other artifacts:

1. Connect to the data provider.
2. In the Smart View Panel, expand the tree view to view the list of items.
3. In the search box located above the tree view, type the term you want to search for and press Enter.

   The list of matching items is filtered based on the searched term. The items are displayed with their respective icons in the search results for easy identification.

   Note:

   Though flex forms are searchable, they are displayed in the search results with the simple form icon and can only be opened as a simple form. You must navigate the tree in the Smart View Panel to locate and open a flex form as a flex form.

   You can open an item directly from the search results. You can also right-click an item in the search results to view the context menu options specific to the selected item.

   If there are no matching items for the searched term, the panel appears blank. You can clear the search box by clicking the Close icon.