Working in Forms 2.0

Note:

To work in Forms 2.0, the Forms Version setting in application settings must be set to Forms 2.0. Forms 2.0 is available only if Redwood Experience is enabled.

See About Forms Versions.

Opening a form from the Data Entry page, opens the form in the runtime environment.

To open forms, see Opening Forms.

Administrators set who can view what data and who can change it. You can enter or change data only in cells that you have Write permission to (cells with a white background).

After you promote or submit data for review and approval, you can't change the data (until you become the owner again). If the data is approved, you can't change the data unless the administrator who approved it restarts the approvals process. See Getting Plans Approved.

These topics contains helpful information as you work with 2.0 forms in the runtime environment:

• Working with the Global Toolbar in Forms 2.0

• Working with the Quick Toolbar in Forms 2.0

• Working with POVs in Forms 2.0

• Opening the Member Selector in Forms 2.0

• Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)

• Printing Data in Forms 2.0

Videos

Your Goal	Watch This Video
Learn about working with data in Forms 2.0.	Overview: Introduction to Forms 2.0 in Cloud EPM