Form Sets View
Overview of the Form Sets View
The Form Sets
view lists form sets inside phases. Phases are
grouping devices, like folders, in which you can group form sets.
Use the plus and minus signs next to a
phase to expand and collapse the phases in the display.
To search for a particular phase or
form set, click the Find button 
.
.Note: One set of options is available when a
phase is selected. Another set of options is available when a form set is
selected.
Phase Options
When a phase is selected, the
following options are available:
New Phase
launches the
New Phase wizard, which enables you
to create a new phase.
For details, see the
online Help for the individual wizard pages.
New Form Set
launches the
New Form Set wizard, which enables
you to create a new form set in the selected phase.
For details, see the
online Help for the individual wizard pages.
You can also create a
new form set by selecting an existing form set and then
selecting Copy. This method can be
convenient if the new form set resembles the existing form
set.
Import Form Sets
launches the
Import Form Sets wizard, which
enables you to import form sets into the selected phase from a
designated SAS package file.
The
Export Form Sets and
Import Form Sets options are useful
for promoting form sets from one system to another (for example,
from a test system to a production system). The imported form
sets must use the same cycle and model as the exported form
sets.
For details, see the
online Help for the individual wizard pages.
Delete
deletes the selected
phase.
Note: This option is available
only if the phase contains no form sets.
Reorder Phases
displays the
Reorder window, which enables you
to change the order of the phases in the Form Sets
view.
Reorder Form Sets
displays the
Reorder window, which enables you
to change the order of the form sets in the selected
phase.
Customize Columns
displays the
Customize Columns window. In this
window, you can specify the columns to include in the view and
the order in which to display them.
Properties
displays the
Properties window for the selected
phase, enabling you to view and modify its
properties.
Refresh
refreshes the
view.
Form Set Options
When a form set is selected, the
following options are available:
New Phase
launches the
New Phase wizard, which enables you
to create a new phase.
For details, see the
online Help for the individual wizard pages.
New Form Set
launches the
New Form Set wizard, which enables
you to create a new form set in the same phase as the selected
form set.
For details, see the
online Help for the individual wizard pages.
Note: To refresh the form set
status, click the Refresh button 
.
.You can also create a
new form set by selecting an existing form set and then
selecting the Copy option. This method
can be convenient if the new form set resembles the existing
form set.
Import Form Sets
launches the
Import Form Sets wizard, which
enables you to import form sets into the same phase as the
selected form set from a designated SAS package
file.
The
Export Form Sets and
Import Form Sets options are useful
for promoting form sets from one system to another (for example,
from a test system to a production system). The imported form
sets must use the same cycle and model as the exported form
sets.
For details, see the
online Help for the individual wizard pages.
Export Form Sets
launches the
Export Form Sets wizard, which
enables you to export the selected form sets to a SAS package
file at a designated location.
For details, see the
online Help for the individual wizard pages.
Send Notification
displays the
Send Notification window, which
enables you to send a message to authors and reviewers of the
forms in the selected form set.
Note: This option is also
available when you select a single form or any set of forms.
When forms are selected, it enables you to send a message to
authors and reviewers of those selected forms.
Lock
locks the selected
form sets that are not currently locked. When a form set is
locked, none of the forms in the form set can be used, and
certain options do not apply to it.
Note: This option is available
only if at least one unlocked form set is selected.
Unlock
unlocks the selected
form sets that are currently locked.
Note: This option is available
only if at least one unlocked form set is selected.
Delete
deletes the selected
form sets.
When you select this
option, a confirmation window appears that contains these radio
buttons:
Delete existing form data and
comments
Deletes
the selected form sets and any data that was entered
through the forms in the form set (regardless of any
locks on time and analysis members). Any cell
comments that were entered in the forms are also
deleted.
Preserve existing form data but delete
comments
Deletes
the selected form sets, but retains any data that
was entered through the forms in the form set. Any
cell comments that were entered in the forms are
deleted.
Preserve existing form data and comments
visible outside this form set
Deletes
the selected form sets, but retains any data that
was entered through the forms in the form sets. Any
cell comments that were visible only in the form set
are deleted. Cell comments that were visible outside
the form set are retained.
Select the
appropriate radio button, and then click
Yes.
Copy
launches the
Copy Form Set wizard, which enables
you to create a form set as a copy of the selected form set.
For details, see the
online Help for the individual wizard pages.
This is a flexible
copy operation. The wizard enables you to make the new form set
differ from the original form set in a variety of
ways.
You can copy the form
set to the same cycle or to a different cycle.
Note: Data and comments are not
included in the copy. If the new form set is in the same cycle
as the original, both form sets are associated with the same
data and comments. If the new form set is in a different cycle,
the form set is associated with that cycle’s data and
comments, if any. (Comments are available only if the form set
properties permit them.)
If the form set that
you are copying has a template, then a copy of the template is
created in Draft status. The new template opens automatically
when you complete the wizard, enabling you to edit it. The
tables in the new template might or might not be based on the
models that you want. You should always check all table-model
associations in a template that is created by copying a form
set.
Move
displays the
Move window, which enables you to
move the selected form set to a different phase in the same
cycle.
Note: This option is available
only if the Form Sets view contains two or more phases.
Reorder Phases
displays the
Reorder window, which enables you
to change the order of the phases in the Form Sets
view.
Note: This option is available
only if the Form Sets view contains two or more phases.
Reorder Form Sets
displays the
Reorder window, which enables you
to change the order of the form sets in the phase that contains
the selected form set.
Customize Columns
displays the
Customize Columns window. In this
window, you can specify the columns to include in the view and
the order in which to display them.
Template
enables you to create
a template for a selected form set that has no template, or
opens the template of a selected form set that has a template.
Your ability to edit the template, or only view it, depends on
the status of the form set.
Note: The status value of a form
set with a brand new template is
No template. The status value
changes to Draft when you select
Refresh or when you exit from SAS
Financial Management Studio and then log on again.Forms
displays the Forms
view for the selected form set.
The Forms view shows
the form set's hierarchy of forms and enables you to work with
the individual forms.
Authors
displays an
Authors window, which enables you
to assign different authors to any form in the form set.
Reviewers
displays a
Reviewers window, which enables you
to assign different reviewers to any form in the form set.
Note: This option is available
only for form sets that have a bottom-up workflow.
Data Validation Rules
displays a window in
which you can define constraints for the values in data-entry
forms for this form set only.
Note: This option is available
only for form sets that have a bottom-up workflow.
You can also export
or load data validation rules by using SAS Data Integration
Studio jobs. For detailed information, see the SAS
Financial Management: Data Administrator's
Guide.
Attachments
opens the Attachments
view for the selected form set, which enables you to attach
documents to the form set and review its current
attachments.
Documents that are
attached to a form set in SAS Financial Management Studio become
attachments of each form in the form set in the SAS Financial
Management web application. These attachments are typically used
to communicate instructions to the users who must enter data
into the forms.
Properties
displays the
Properties window for the selected
form set, which enables you to view and modify
properties.
Which properties you
can modify depends on the status of the form set. A form set
with the status of Draft is more open to modification that a
form set with the status of Published.
Run driver formulas
computes and stores
driver formula output values for all crossings that are included
in the template for the selected form set. Formula validation is
performed first, and a warning message lists any errors that are
encountered. After reviewing any errors, you can then decide
whether to continue with Run driver formulas.
It is important to
select this option after any event (other than Excel data entry)
that affects the computed values of a form set's driver
formulas. Examples of such events include changes to loaded
cycle data, changes to driver rates, changes to adjustments, and
changes to the driver formulas themselves.
Note: This option is not needed
when users enter new values in forms, because that event
triggers the recomputation of all affected driver formula output
values in the form view.
Note: This option is not
available for locked form sets or form sets that have no
template. It is also not available when the target hierarchy for
the form set is from the Account dimension.
Publish
makes the forms in
the selected form set available for use in the SAS Financial
Management web application. Ensure that you complete work on a
form set's form template before you publish the form
set.
Every published form
must have at least one assigned author. In a form set with a
bottom-up workflow, assigned reviewers are also required. If you
attempt to publish a form set that does not meet the
requirements for authors or reviewers, a warning message is
displayed.
Beginning with SAS
Financial Management 5.62, SAS administrators should perform the
following steps to publish the form sets without an
exception:
-
Navigate to https://host:port/SASAdmin.
-
Navigate to the Authorization workspace.
-
Under Assign Roles, perform these steps:
-
From the step 1 Select an item, select Users.
-
From the step 2 You must select an identity, select a user name.
-
From the step 3 Role, select ROLE_ADMIN.
-
Note: The
Publish option is available only
for form sets whose status is Draft; it changes the status from
Draft to Published. If you reset and then publish a form set,
any history and form comments that were previously associated
with the forms are no longer available in the SAS Financial
Management web application. Form users can view history and form
comments that occurred after the republish, but not before the
republish. However, the full history and form comments are still
available in SAS Financial Management Studio. (This note does
not apply to cell comments. Cell comments are not affected by a
reset.)
Reset
returns a published
and unlocked form set to Draft status.
Complete
removes all forms in
the form set from the SAS Financial Management web
application.
Note: The
Complete option is available only
for unlocked form sets whose status is Published; it changes the
status from Published to Completed. Use this option only after
the completion of all Microsoft Excel data entry, review, and
approval for the entire form set.
Reactivate
makes the forms in
the selected form set available for use again, by changing the
form set status back to Published.
Note: The
Reactivate option is available only
for unlocked form sets whose status is Completed.
Find
displays or hides the
Find window. Enter a character
string and click Find Next. Partial
matches are accepted.
To further restrict
the search, click the More Options and
make one or more selections.
Refresh
refreshes the
view.
Last updated: February 21, 2024