Is there a way to arrange the form folders in hyperion planning alphabetically? Can we, and if we can is it the only way, sort the folder names in the relational tables in back-end?
Or is there a way in the planning web to do the same?
I would like to know if there is a second option as I might be adding new folders periodically and would need to re-arrange the folders alphabetically each time.
Unfortunately there is no option to do sort. You can try changing the position in Planning tables (however it is not recommended).
It's all manual work. LCM -> Export all forms -> Delete -> Create folders in order and import back.
I don't think you'll be able to move them if all are under one folder
Planning will not allow me to rearrange it in Alphabetical order.
I can suggest one way. Planning takes the order in which you create folders under a specific folder.
So, either you create a new folder in the order you want same as your existing folder name (give some suffix at the end). Delete the old folders and rename them again.
You can try moving/rearragning under a new folder . I don't remember whether this worked for me. I have a very poor memory
There is no option right now to re-arrange folder, only available option is to create the folders in the order you want and inorder to do that those folders should be empty.
That is the reason why i said LCM->Export
Delete existing forms and folders
Create the folders in the order you like
LCM -> Import
We tried doing it the LCM way - delete all folder and LCM back all in - but it didn't work. mostly it was like the folders were getting in, in the same order they were created. It is only in LCM that the folders are coming in alphabetical order. (LCM is designed to internally sort and show up - i suppose).
Naming the folder with numerals first would need us to rename the folders again and again - but it was the same as creating a new folder and moving the forms manually in alphabetical order by ourselves.
Hope Oracle does something to put in a sort button in the folder administration.