Forum Discussion

Marcello's avatar
Marcello
Contributor
3 years ago

Automate form template creation

Hello,

is there a way to automate the creation of form template assigning the same name of the cube view?

I have 30 disclosure forms to be added in a "form profile" and I am wondering if there is an alternative way of manually creating a "form template" for each "cube view".

 

Thanks in advance for the help.

Marcello

 

  • If you export and open a form template extract, you will be able to copy and paste your form templates very easily:

    <formTemplate name="Fairway Woods" description="Fairway Woods Revenue Budget" formType="CubeView" itemName="Product Revenue" requirementLevel="Required" requirementFrequency="AllTimePeriods" timeFilterForReqtFreq="" timeFilterForCompleteForm="">
    	<XFFormTemplateOptions>
    		<LiteralParameterValues />
    		<RefreshSpreadsheetWhenOpened>true</RefreshSpreadsheetWhenOpened>
    		<Parameters>
    			<Parameter ParameterType="MemberList" SubstVarName="RevEntity">
    				<UserPrompt>Select Entity:</UserPrompt>
    				<DefaultValue />
    				<DisplayItems />
    				<ValueItems />
    				<DimTypeName>Entity</DimTypeName>
    				<MemberFilter>E#Root.WFProfileEntities</MemberFilter>
    			</Parameter>
    			<Parameter ParameterType="MemberList" SubstVarName="RevProduct">
    				<UserPrompt>Select Product:</UserPrompt>
    				<DefaultValue />
    				<DisplayItems />
    				<ValueItems />
    				<DimTypeName>UD2</DimTypeName>
    				<MemberFilter>U2#[Fairway Woods].base</MemberFilter>
    			</Parameter>
    			<Parameter ParameterType="LiteralValue" SubstVarName="RevRegion">
    				<UserPrompt>Region</UserPrompt>
    				<DefaultValue>NA</DefaultValue>
    				<DisplayItems />
    				<ValueItems />
    				<DimTypeName>Unknown</DimTypeName>
    				<MemberFilter />
    			</Parameter>
    		</Parameters>
    	</XFFormTemplateOptions>
    	<excelFileName></excelFileName>
    	<excelFile><![CDATA[]]></excelFile>
    </formTemplate>

    As you can see, it is only text (if you don't have an excel attached).

    With this, you can easily create an excel sheet to do what you want.

    Attached is a sample excel to help you building your own.

    Cheers

  • ChristianW's avatar
    ChristianW
    Valued Contributor

    If you export and open a form template extract, you will be able to copy and paste your form templates very easily:

    <formTemplate name="Fairway Woods" description="Fairway Woods Revenue Budget" formType="CubeView" itemName="Product Revenue" requirementLevel="Required" requirementFrequency="AllTimePeriods" timeFilterForReqtFreq="" timeFilterForCompleteForm="">
    	<XFFormTemplateOptions>
    		<LiteralParameterValues />
    		<RefreshSpreadsheetWhenOpened>true</RefreshSpreadsheetWhenOpened>
    		<Parameters>
    			<Parameter ParameterType="MemberList" SubstVarName="RevEntity">
    				<UserPrompt>Select Entity:</UserPrompt>
    				<DefaultValue />
    				<DisplayItems />
    				<ValueItems />
    				<DimTypeName>Entity</DimTypeName>
    				<MemberFilter>E#Root.WFProfileEntities</MemberFilter>
    			</Parameter>
    			<Parameter ParameterType="MemberList" SubstVarName="RevProduct">
    				<UserPrompt>Select Product:</UserPrompt>
    				<DefaultValue />
    				<DisplayItems />
    				<ValueItems />
    				<DimTypeName>UD2</DimTypeName>
    				<MemberFilter>U2#[Fairway Woods].base</MemberFilter>
    			</Parameter>
    			<Parameter ParameterType="LiteralValue" SubstVarName="RevRegion">
    				<UserPrompt>Region</UserPrompt>
    				<DefaultValue>NA</DefaultValue>
    				<DisplayItems />
    				<ValueItems />
    				<DimTypeName>Unknown</DimTypeName>
    				<MemberFilter />
    			</Parameter>
    		</Parameters>
    	</XFFormTemplateOptions>
    	<excelFileName></excelFileName>
    	<excelFile><![CDATA[]]></excelFile>
    </formTemplate>

    As you can see, it is only text (if you don't have an excel attached).

    With this, you can easily create an excel sheet to do what you want.

    Attached is a sample excel to help you building your own.

    Cheers

  • Thanks Christian! That's exactly what we were looking for! Number 1!