About Flex Forms

Flex forms are a form type that provides flexible row and column management in Smart View.

Applies to: Cloud EPM data source providers

Flex forms retain all regular form properties and features, such as running business rules attached to the flex form. However, using flex forms, and depending on the flex form design, you can rearrange row and column members, and sort or move rows or columns. Modified row or column order is maintained on refresh and during submit.

In the web application, during form definition, Service Administrators select Enable flex form on rows, Enable flex form on columns, or both options, under Smart View Options in the Layout tab to enable flex form-specific features. Depending on those selections, dimension and member row cells and all data cells in a flex form are unprotected. For example, if only Enable flex form on rows is enabled, then column members are protected. If only Enable flex form on columns, then row members are protected. If both are enabled, then only the top left blank cells are protected.

In Smart View, the Sheet Info dialog displays the Sheet Type for flex forms as "Flex form". Flex forms can be part of task lists and you can open them as flex forms from a task list.

Note:

Flex forms are used only in Smart View and not in the web application.