Display Design-Time Formatting in Forms 2.0

In Smart View, you can now display formatting defined in the form when working with Forms 2.0.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

In 24.11+, form designers can add formatting rules to forms configured for Forms 2.0, described in Defining Formatting Rules at Design Time. This is often referred to as "design-time formatting."  In Smart View, using the Apply options in the Formatting group on the provider ribbon, you can display cell styles, native Excel formatting, or the design-time formatting as follows:

  • Cell Styles: Applies only cell styles to the form, such as read-only cells, locked cells, supporting detail, attachments, and so on. No custom (format-only) rules are applied. 
  • Custom Styles: Applies format-only rules that were defined in the rule builder at design-time and Excel custom formatting that users can add in Smart View. No cell styles (such as read-only cells, locked cells, supporting detail, attachments, and so on) are applied.
  • Custom and Cell Styles (default): Applies both cell styles (such as read-only cells, locked cells, supporting detail, attachments, and so on) and format rules (including Excel custom formatting added in Smart View) to the form. This is the default style option.

It's possible to have multiple rules specified in the same location on a form which could impact how formatting is displayed. For example, a form could include Groovy Rules, Data Validation rules, Web form styles, and Format rules at the same location. Therefore, there's an order of precedence for displaying formats in forms.

Business Benefit:  Design-time formatting gives Smart View users another option for form display.

Steps to Enable

To display formatting defined for the form, form designers must set up formatting rules in forms enabled for Forms 2.0.

Refer to Defining Formatting Rules at Design Time for more information.

Tips And Considerations

  • This feature requires Smart View 24.200 or later.

Key Resources