Marcello
3 years agoContributor
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