Data source types: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

In Oracle Smart View for Office, you can display formatting defined in the form when working with Forms 2.0.

Administrators can add formatting rules to forms at design time. This is referred to as design-time formatting.

Format rules are defined by Administrators on the Layout tab of the Form Designer. Administrators can add Groovy rules, data validation rules, and formatting (format-only) rules to the form. They can add format rules at the grid, row, row metadata cell, column, column metadata cell, or cell level.

Smart View users can apply the formatting rules to forms at runtime using the Apply options in the provider ribbon (for example, in the Planning ribbon). These options control how formatting rules are displayed on the form:

• Cell Styles—Applies cell styles defined in Smart View, data validation rules, and Groovy rules. No format-only rules or Excel custom formatting are applied.

• Custom Styles—Applies formatting rules that were defined in the Format/Validation Rule Builder at design-time, and any Excel custom formatting that was added in Smart View. Cell styles, Groovy rule formatting, and data validation rule formatting are not applied.

• Custom and Cell Styles—Applies Groovy rules, design-time formatting rules (data validation and format-only), all cell styles, and custom Excel formatting to the form.

It's possible to have multiple rules specified in the same location on a form which could impact how formatting is displayed. For example, a form could include a Groovy rule, a data validation rule, and custom Excel formatting all at the same location. Therefore, there's an order of precedence for displaying rules in forms.

The order of precedence, where P=Priority, is as follows:

1. (P1) Groovy rule

2. (P2) Data Validation rule in the Format/Data Validation Rule Builder

   Note:

   For a cell that inherits data validation rules that are defined in multiple places (grid, row, column, or cell level), the rule that is closest to the location of the rule definition wins priority. So if there is a rule applied at the cell level, that rule wins. Next is column level, then row level, and then grid level.

3. (P3) Smart View cell styles (such as read-only cells, locked cells, supporting detail, and attachments)

4. (P4) Format rule in the Format/Data Validation Rule Builder

   Note:

   Same as the note above. For a cell that inherits rules that are defined in multiple places (grid, row, column, or cell level), the rule that is closest to the location of the rule definition wins priority. So if there is a rule applied at the cell level, that rule wins. Next is column level, then row level, and then grid level.

5. (P5) Excel custom formatting (sometimes referred to as "native" Excel formatting) saved to the form in Smart View, described in Saving Excel Formatting on a Form

To view how design-time formatting rules are defined and the effect of the Apply option on the form, see the "Format Rule Scenarios" topic in the administration guide of your business process. For example, in Administering Planning, see Format Rule Scenarios.

Administrators and form designers: For information on setting up design-time formatting in forms:

• Administering and Working with Enterprise Profitability and Cost Management, Working with Data in Forms chapter, Creating and Updating Format Rules in Forms

• Administering Financial Consolidation and Close, Managing Forms chapter, Creating and Updating Format Rules in Forms

• Administering FreeForm, Managing Data Validation and Format Rules in Forms chapter, Creating and Updating Format Rules in Forms

• Administering Planning, Managing Data Validation and Format Rules in Forms chapter, Creating and Updating Format Rules in Forms

• Administering Tax Reporting, Managing Forms chapter, Creating and Updating Format Rules in Forms

Related Topics:

Viewing Design-time Formatting in Forms 2.0

Clearing Formatting in Forms 2.0