1. Working with Oracle Smart View for Office
  2. Data Forms
  3. Flex Forms
  4. About Flex Forms

About Flex Forms

Flex forms are a form type that provides flexible row and column management in Oracle Smart View for Office.

Data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

Flex forms retain all regular form properties and features, such as running business rules attached to the flex form. However, using flex forms, you can rearrange row and column members, and sort or move rows or columns. Modified row or column order is maintained on refresh and during submit. You can also filter data using Excel's filtering functionality. Dimension and member row cells and all data cells in a flex form are unprotected. Only the top left blank cells of a flex form are protected.

In the web interface, during form definition, administrators select Enable flex form on rows, Enable flex forms on columns, or both, under Smart View Options in the Layout tab to enable flex form-specific features.

In Smart View, the Sheet Info dialog displays the Sheet type for flex forms as "Flex form." Flex forms can be part of task lists and you can open them as flex forms from a task list.

Note:

Flex forms are used only in Smart View and not in the web interface.

Related Topics:

Requirements

  • Oracle Enterprise Performance Management Cloud 20.04 or later
  • Smart View 11.1.2.5.910 or later

  • To modify both row and column members:

    • EPM Cloud 21.12 or later
    • Smart View 21.200 or later

Video

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Learn about how to enable and work with flex forms in Planning

 Video icon Planning with Flex Forms in EPM Cloud Planning