If you haven’t made the move to
Forms 2.0, this blog might be useful before you dive in!
Forms 2.0 was first released in
23.11 and there are lots of great additional features that enhance the user
experience as summarised below, however, there are a few considerations to be
aware of before making the switch!
Considerations
All fixes and enhancements will only take place in Forms 2.0
If you have formatting applied on
your current forms, note forms 2.0 doesn’t have formatting in the browser,
however you can apply formatting in SmartView which is saved to the form for
future retrieves and is pretty smart! (ha-ha see what I did there 😉) (Form
formatting in the browser is in the pipeline, dates to be announced, but unlikely in the next few months) Groovy is
an option but can be code heavy…. as my Colleague Mike informed me!, but personally
& I hope you will agree the SmartView formatting is pretty cool!! See a quick example below,
Forms 2.0 - Web View
Forms 2.0 - SmartView Standard View
Forms 2.0 - SmartView
Formatted View
To apply formatting in SmartView, select the FCCS menu then Apply > Custom Styles from the formatting section, then use normal excel formatting, once complete, select Save from the formatting menu
I Always recommend mitigating any risk by checking
out the features in your test environment first, I am sure you will love the
improvements!
It’s an
application specific setting so if you don’t like it simply reset back to Forms
1.0. or clone production back to test.
And Finally, If
you are using Dashboards they will need to be migrated to 2.0
Highlights of enhancements
Faster rendering, cell
navigation, scrolling across and down the page,
Improved member selections
via dropdowns with ability to start typing the member name speeding up
selection, it refreshes instantly as the member is selected, no more clicking
the Apply arrow to update the form (Yay).
Line-item detail, (Like HFM) ability to add additional lines to give context to a balance with logic to determine how the value rolls up into the balance of a single account see example below.
New updated Icon Menu: Adjust, Grid spread, Comments, line-item detail, Cell History and Undo
Plus the ability to add Comments to multiple cells in one go.
Enabling Forms 2.0
There are no migrations steps, as the Administrator simply
update the settings as below;
Navigate to Application > Settings
And from the dropdown menu against Forms Version select Forms 2.0 and Click Save and you are good to go!
Oracle related webcasts and YouTube content on Forms 2.0
https://youtu.be/naDI1TlHyy0?si=FLt-bT-Yvf3z7cBp
