Automate form template creation

Marcello
Contributor

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

 

1 ACCEPTED SOLUTION

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.

ChristianW_0-1658313072773.png

Cheers

View solution in original post

2 REPLIES 2

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.

ChristianW_0-1658313072773.png

Cheers

Marcello
Contributor

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

Please sign in! Marcello