H Using Direct Page Links for Forms and Dashboards in EPM Cloud

Planning supports direct URL links that allow you to access Planning forms and dashboards and to integrate with Oracle Sales Planning Cloud. You can use direct page links to create a URL that points to a specific form or dashboard. If users have appropriate access permissions, they can use the URL to go directly to the form or dashboard to view or update it within Planning. Note that this feature is intended for links from external services only; it is not intended for internal action menu links within the application.

To use this feature, first create a form or dashboard, and then assign access and manage users and roles. You can then set up the URL for a direct page link and communicate the URL to users.


Composite forms and internal action menu links within the application are not supported for direct page links.