Setting Form Layout

When you create forms, the Layout tab initially contains one row and one column, and all dimensions are in the Point of View. When creating or editing forms, you can add rows and columns to a form, as necessary.

When setting row and column layout:

• Assign at least one dimension to the row and column axis.

• You cannot select the same dimension for multiple axes. (You can have dimensions on multiple axes if you set user variables in the Point of View).

• Select a dimension from any axis and drag it to the destination axis to move a dimension form one axis to another.

• Select display properties.

You can also specify options for form display in Oracle Smart View for Office. See "Setting Smart View Form Options" in Administering Planning.

To set or update the form layout:

1. Click the Navigator icon .
2. Under Create and Manage, click Forms.
3. Click Actions, and then select Create simple form.
4. On the Properties tab, specify the form properties.
   The required fields on the Properties tab must be completed before you can move to the Layout tab.
5. Click Layout.
6. Optional: Select a dimension, and then drag it to Rows or Columns, or within a row or column.

   Note:

   Initially, all dimension are in the form Point of View. You can drag dimensions from the Point of View to rows, columns, or to pages. You can also drag dimensions from any area in the grid (row column, Point of View, or page) to any other area.

7. Optional: Select another dimension, and then drag it to Rows or Columns, or within a row or column.
8. Select each dimension’s members.
9. Select a row header (such as 1 or 2) to set row properties, or a column header (such as A or B) to set column properties, using the information in this table:

   Table 16-2 Segment Properties

   Option	Description
   Apply to all rows	Apply settings to all rows; available when there are two or more rows. Clear this option to set different properties for each row.
   Apply to all columns	Apply settings to all columns; available when there are two or more columns. Clear this option to set different properties for each column.
   Hide	Hides the column or row on the form.
   Read-only	Creates a read-only row or column, enabling comparison of old, read-only data with new, editable data
   Show separator	Creates a bold border before the segment to visually distinguish it.
   Suppress hierarchy	Suppresses indentation
   Suppress missing data	Hides rows or columns without data. Clear to display rows or columns with "#MISSING" in cells when data is missing.
   Column width	Default: Use the column width defined at the grid level (under Grid Properties) Small: Display seven decimal places. Medium: Display 10 decimal places. Large: Display 13 decimal places. Size-to-Fit: Force all columns to fit in the displayed space based on the top data cell value. Custom: Select a custom size to display more than 13 decimal places, up to 999 places.
   Row height	Default: Use the row height defined at the grid level (under Grid Properties) Medium: Display standard row height. Size-to-Fit: Force all rows to fit in the displayed space. Custom: Select a custom size in pixels for the row height.
   Global Assumptions Form	To enable transferring global assumptions from a test to a production environment for a simple form, select Global Assumptions Form. Then update the form to store global assumptions such as a tax rate.

10. Optional: Add formula rows or columns.
11. Optional: Add or update data validation rules.