Creating and Configuring Form Templates

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Creating and Configuring Form Templates

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Glossary

Form templates are the foundation of data collection in Data Collection. A form template defines the structure and layout of the data you want to collect from reporting entities. You can configure your form templates by adding elements that are based on Consolidation & Financial Planning structures, or by creating them from scratch.

To create a form template:

Navigate to Data Collection | Form templates.

Click Create Form Template in the top right. The Create Form Template dialog is displayed:

Enter a unique Name for your form template.

Click Create. The form template detail view opens, where you can build your form by adding sections and elements.

In the Form structure panel, click Add section. The Add Section dialog is displayed:

The 'Add Form Section' dialog is displayed. — 'Add Section' dialog

Enter a unique Name for the section within the form template.

Click Save to create the section.

In the section, click + Add element. The Add Element dialog is displayed:

Select the type of element you want to add. The available element types are described in the following section. The selected element is displayed in the form template.

In the Element configuration panel on the right, enter the following:

Element name: The name must be unique within the template.

Label: This is the display name that data collectors will see. The label must be unique within the template for each language.

This element is mandatory: Activate this checkbox if data collectors must complete this element before submitting the form.

Enable Lucanet.Financial Warehouse structural mapping: With this option enabled, this table can receive data from Lucanet.Financial Warehouse during data collection. For the full configuration and import workflow, see Importing Data from Lucanet.Financial Warehouse.

The following elements are available when creating a form template:

Element	Description
CFP pivot table	A table whose row structure is imported from a Consolidation & Financial Planning workspace. Select a ledger or schedule to import the account hierarchy, preserving the structure and element descriptions.
Pivot table	A custom table that you define manually by adding your own rows and columns. Requires at least one row and one column.

The Add Element dialog displays additional element types that are grayed out. These element types are not yet available and will be provided in a future update.

After creating your form template and adding elements, you can configure the table structure by adding columns and rows.

Columns define the data points you want to collect for each row in the table. Click Add column in the table header and select one of the following options:

Creates a column from scratch where you define all properties manually. The following options are available:

The 'Add new column' dialog is displayed. — 'Add new column' dialog

Unique name for the column within the table

Data type for the column values. Available types include:

Numeric (float)

Numeric (integer)

Currency

Text

Available for numeric and currency columns. Defines which type of period data is retrieved when importing from Consolidation & Financial Planning. See Period Value Type for CFP Import for details.

Specifies the number of decimal places. Available for Numeric (float) and Currency column types.

Defines whether the text field allows single-line or multi-line input. Available for Text column type.

Available for Currency columns in CFP pivot tables. When activated, the values in this column are used as posting amounts when Consolidation & Financial Planning retrieves data from this process to generate postings.

The selection rules depend on the underlying structure type:

Balance Sheet

P&L

, and

Statistical Ledger:

You can mark at most one

Currency

column per table as

Used for postings

. If you activate it on a second column, the previous selection is cleared automatically.

Schedule:

You can mark several

Currency

columns at the same time. Each marked column produces posting amounts for the

Transaction Type

it represents in the underlying

Schedule.

Marked columns display a Used for postings indicator icon in the column header.

If you save a table without a marked Currency column, no postings are generated for that table and a warning is displayed.

For details on how Consolidation & Financial Planning retrieves and imports posting data from Data Collection, see Importing Data Collection Postings.

When activated, data collectors must provide a value for this column.

Creates a column based on dimension elements from Consolidation & Financial Planning. The following dimensions are available:

Transaction types

Partners

Adjustment levels

The 'Add Column from CFP' dialog is displayed. — 'Add Column from CFP' dialog

Creates an automatically calculated column that aggregates values from other columns.

The total column is only available when your pivot table contains at least two numeric or currency columns. Calculated columns (such as existing total columns) cannot be included in a new total column.

The following options are available when creating a total column:

The 'Add Total Column' dialog is displayed. — 'Add Total Column' dialog

Unique name for the column within the table

Data type for the aggregated values:

Numeric (float)

Numeric (integer)

Currency

Number of decimal places for the result. Only available when Currency or Numeric (Float) is selected as the type.

Columns whose values are aggregated

Period value type is a required setting for Numeric and Currency columns. It defines which type of period data the system retrieves when importing from Consolidation & Financial Planning, so that each column gets the right values — for example, opening balances, within-period movements, or closing balances.

Period Value Type	Description
Beginning of period	Value at period start
Within period	Changes during the period
End of period	Value at period end
YTD value	Cumulative from fiscal year start
Standard (auto)	Let CFP determine based on account type

Period value type is configured when creating the column. Once data has been collected in the column, this setting cannot be changed.

Rows define the items or categories for which you want to collect data. Click Add row at the bottom of the table and select one of the following options:

Creates a new row where you define the name manually.

A drop drown menu with an option to add an empty row is displayed. — 'Add empty row' option

Creates a row that automatically aggregates values from other rows.

A drop drown menu with an option to add a total row is displayed. — 'Add total row' option

To add a subordinate row under an existing row, right-click the row and select Add row. The submenu offers:

Empty

– adds an empty child row under the selected row.

Based on the CFP Partner dimension

– opens the

Add row based on CFP

dialog to add subordinate rows based on the

Partner

dimension.

Context menu for adding a subordinate row — Adding a subordinate row

The Add row option is not available on total rows.

Drill down allows data collectors to provide more detailed data at a lower, reporting entity-specific level. You can configure drill down at the row level or column level.

To configure drill down for a row:

Right-click the row.

Select Drill down. The Configure Drill Down dialog is displayed:

Select the dimension from the Drill down by drop-down list:

Local account

: Collect data by local/company-specific accounts

Cost center

: Collect data by cost center

Partner

: Collect data by intercompany partner

Click Save.

The row now displays an indicator showing that the drill down is configured. When row-level drill down is configured, data collectors must provide data for all numeric and financial columns of that row for each member of the selected dimension.

You can configure drill down for columns with Numeric or Financial data types. To configure drill down for a column:

Right-click the column.

Select Add drill down. The Configure Drill Down dialog is displayed:

Select the dimension from the Drill down by drop-down list:

Local account

: Collect data by local/company-specific accounts

Cost center

: Collect data by cost center

Partner

: Collect data by intercompany partner

Click Save.

When column-level drill down is configured, data collectors must provide data for that column for each member of the selected dimension, across all rows in the table.

Once drill down is configured for a row or column, you can add a second-level drill down to create hierarchies for more detailed data collection. To add a second-level drill down:

Right-click the row or column that already has drill down configured.

Select Configure drill down. The Configure Drill Down dialog is displayed:

'Add second-level drill down' option is displayed. — 'Add second-level drill down' option

Click + Add second-level drill down.

Select the dimension for the second level from the drop-down list.

Click Save.

The row now displays indicators for both drill down levels. Data collectors must provide data for each combination of the selected dimensions.

A table with a second-level drill down is displayed. — Second-level drill down added

The form templates list displays all configured templates with the following information:

A Form templates list is displayed. — Form templates list

Name of the form template

Current state of the form template:

Draft

Published

Creation date

Date of the most recent modification

To edit an existing form template, click the three-dot menu at the end of the row and select Edit.

When first created, a form template is automatically in Draft state. While in this state, it can undergo any number of modifications. Once its configuration is finalized, the form template must be Published before it can be used in validation rules and reporting packages.

To publish a form template, click Publish in the top right of the form template editor.

A published form template can only be modified if it is not referenced by other configuration elements (such as ongoing data collection processes). Editing a published form template automatically brings it back to Draft state.

To delete a form template, click the three-dot menu at the end of the row and select Delete. In the confirmation dialog, click Yes, delete.

Form templates that are attached to a reporting package or referenced by validation rules cannot be deleted.

Last updated on May 28, 2026

Creating and Configuring Form Templates

Overview

Creating Form Templates

Configuring Form Templates

Configuring Drill Down

Managing Form Templates

Creating and Configuring Form Templates

Overview

Creating Form Templates

Available Elements

Configuring Form Templates

Adding Columns

Empty Column

Name

Type

Period value type

Decimal places

Text type

Used for postings

This column is mandatory

Based on Consolidation & Financial Planning Dimension

Total Column

Name

Type

Decimal places

Select columns

Period Value Type for CFP Import

Adding Rows

Empty Row

Total Row

Subordinate Row

Configuring Drill Down

Drill down at row level

Drill down at column level

Second-level drill down

Managing Form Templates

Form template name

State

Created on

Last modified on

Editing a Form Template

Publishing a Form Template

Deleting a Form Template

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