Working with Flex Forms in Smart View

With flex forms, you can rearrange row and column dimensions, and insert valid members or aliases from corresponding dimensions.

Perform a refresh prior to submitting data in the modified form in Smart View. Upon refresh, invalid members, comments, and empty rows or columns are removed and submitting of data is enabled.

To work with a flex form:

1. Connect to a data source.
2. In the Smart View Home panel, click a flex form name to open it.

   By default, when you click the flex form name, it opens as a flex form.

   Flex forms are indicated by the icon.

   You can choose to open the flex form as a simple form or ad hoc grid by right-clicking the flex form and selecting the Open Form or Ad Hoc Analysis option.

3. Modify the data as per your requirements.

   For example, some actions you may perform are:

   • Rearrange or move row and column members
   • Insert rows and columns
   • Delete rows and columns
   • Add members. You can add members using Member Selection or hand-typing member names.
   • Run a business rule

   Note:

   • Submitting of data is disabled when you edit row members.

   • In the Smart View Options dialog, Formatting tab, the Repeat Member Labels check box is required to be enabled for flex forms. You may attempt to clear the check box, but upon refresh, the check box will again be selected and the Repeat Member Labels option will be enabled.

   • The operations you can perform on rows and columns depend on the selections made by your Service Administrator or form designer during form definition. To perform operations on rows, the Enable flex form on rows option must be selected. To perform actions on columns, the Enable flex form on columns option must be selected. These options are described in Setting Smart View Form Options in Administering Planning.

4. Optional: To retain added members on a flex form after a POV or user variable change, select the Flex Forms: Preserve Grid on POV and User Variable Changes check box in the Options dialog, Members tab.

   For more information, see Retaining Modified Members on Flex Forms After POV or User Variable Change.

5. Optional: If your Service Administrator has enabled the Show invalid members for flex form option when designing the form, you may enter member names and then click Refresh to view and correct any invalid member names.

   For more information, see Retaining Invalid Members on Flex Forms.

6. Optional: To run a business rule, select a cell in the form. In the Extensions menu, select Smart View for Google Workspace, and then select Form. Select Data,Calculate, and then select Business Rules. Select a business rule to launch it.
7. Click Refresh.

   On refresh, Smart View maintains modifications you have made to the form.

   If Show invalid members for flex form is enabled for the form, the invalid members are retained; if this option is not enabled, then the Refresh action removes invalid members.

   Note:

   Data can be submitted only after refreshing it. However, the modified form layout is not stored on the server; it is maintained only in the context of the current session.
8. To submit the changed data, click Submit.

   Data can be submitted only after it is refreshed first.

9. To revert to the original flex form layout, reopen the flex form.

   The modified form is not stored on the server; it is maintained only in the context of the current session. Reopening the flex form reverts the flex form layout to its original state.