With flex forms, you can rearrange row and column dimensions, and insert valid members or aliases from corresponding dimensions.

1. Connect to a data source.
2. In the Smart View Home panel, click a flex form name to open it.

   By default, when you click the flex form name, it opens as a flex form.

   Flex forms are indicated by the icon.

   You can choose to open the flex form as a simple form or ad hoc grid by right-clicking the flex form icon, , or the space after the flex form name, and selecting the Open Form or Ad Hoc Analysis option.

3. Modify the data as per your requirements.

   For example, some actions you may perform are:

   • Rearrange or move row and column members
   • Insert rows and columns
   • Delete rows and columns
   • Add members. You can add members using Member Selection (on the provider ribbon) or hand-typing member names.
   • Sort a range of members in a column using the Sort & Filter button on the Excel Home ribbon, or the Sort button on the Excel Data ribbon
   • Run a business rule

   Note:

   • Submitting of data is disabled when you edit row members.

     Filtering is not considered editing; if you only add filters, you may still submit data.

   • In the Smart View Options panel, Formatting tab, the Repeat Member Labels check box is required to be enabled for flex forms. You may attempt to clear the check box, but upon refresh, the check box will again be selected and the Repeat Member Labels option will be enabled.

   • The operations you can perform on rows and columns depend on the selections made by your Service Administrator or form designer during form definition. To perform operations on rows, the Enable flex form on rows option must be selected. To perform actions on columns, the Enable flex form on columns option must be selected. These options are described in Setting Smart View Form Options in Administering Planning.

4. Optional: To retain added members on a flex form after a POV or user variable change, select the Flex Forms: Preserve Grid on POV and User Variable Changes check box in the Options panel, Members tab.

   For more information, see Retaining Modified Members on Flex Forms After POV or User Variable Change.

5. Optional: If your Service Administrator has enabled the Show invalid members for flex form option when designing the form, you may enter member names and then click Refresh to view and correct any invalid member names.

   For more information, see Retaining Invalid Members on Flex Forms.

6. Optional: To run a business rule, select a cell in the form. On the provider ribbon, click Show Context Menu and select the name of the business rule.
7. Click Refresh.

   On refresh, Smart View maintains modifications you have made to the form.

   If Show invalid members for flex form is enabled for the form, the invalid members are retained; if this option is not enabled, then the Refresh action removes invalid members.

   Note:

   Data can be submitted only after refreshing it. However, the modified form layout is not stored on the server; it is maintained only in the context of the current session.
8. To submit the changed data, click Submit Data.

   Submit Data is enabled only after refresh.

9. To revert to the original flex form layout, reopen the flex form.

   The modified form is not stored on the server; it is maintained only in the context of the current session. Reopening the flex form reverts the flex form layout to its original state.