Creating a Groovy Template for a Planning BSO Cube

To create a Groovy template for a Planning BSO cube:

  1. In System View, right-click Templates, and then select New.

  2. In the New Custom Defined Template dialog box, enter the requested information, and then click OK.

    The dialog box is automatically populated with the Planning application type, application, and cube you are working with in the System View.

  3. When the template is opened, click the drop-down next to Designer, and then select Edit Script.

  4. In the Script Type drop-down, select Groovy Script.

    If you do not see the Script Type drop-down, click >> at the right of the Template Designer.

  5. In Properties, enter properties for the template.

  6. In the Template Designer type in the script.

  7. Use the Design Time Prompt tab to enter design-time prompts that prompt you to enter information when you launch the template in Planning.

    See Creating Design-Time Prompts for Custom Templates.

  8. Click Save button to save the template.

  9. Deploy the template to Planning.

  10. Open Planning, and then launch the template.

Note:

See Assigning Access to Groovy Templates for information on how to assign access to Groovy templates in Planning.