07-20-2022 02:01 AM
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
Solved! Go to Solution.
07-20-2022 06:31 AM
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
07-20-2022 06:31 AM
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
07-21-2022 04:59 AM
Thanks Christian! That's exactly what we were looking for! Number 1!