1. Administering Planning
  2. Using Smart View to Manage Applications
  3. Updating an Application in Smart View

Updating an Application in Smart View

From Oracle Smart View for Office and Oracle Smart View for Office (Mac and Browser), Service Administrators can update Planning, Planning Modules, or FreeForm applications based on either the downloaded template or a modified copy of one of the templates. The modified template must always adhere to template guidelines (described in Working with Artifacts in the Application Template).

When you update an application, you can:

  • Define new or modify existing dimensions

  • Add or modify a limited amount of data

  • Define new or modify existing access permissions

  • Define new or modify existing substitution variables

  • Modify advanced application setting

Only Service Administrators can update an application.

Before you begin, you should launch Excel and, from Smart View, log in to the applicable data source.

To update an application in Smart View:
  1. If you have not already done so, open the modified application template file.
  2. In the Smart View Panel (Windows) or Smart View Home panel (Mac and Browser), perform a task:

    • Oracle Smart View for Office: Select the application name and, in the Action Panel, select Application Management.

      The application name is displayed in the tree in the Smart View Panel.

    • Oracle Smart View for Office (Mac and Browser): In the Smart View Home panel, click the Actions button, Actions button, and select the Application Management command in the drop-down list.

      You can click the Actions button, Actions button, from any folder in the library tree.

  3. In the popup dialog, select Update Application.

    The application update status appears in the lower left corner of Excel.

  4. When the application update process is complete, access the application, either in the web application or in Smart View, and verify your changes.