AX1492

Using Axiom forms in the Web Client

Axiom spreadsheet files, such as plan files and reports, can be web-enabled so that you can access them in the Axiom Web Client. These web-enabled Axiom files are known as Axiom forms. Using Axiom forms, you can view reporting data and make planning inputs using an HTML5 web page instead of a spreadsheet.

The contents of the form and what you can do with it is entirely up to the form designer. You can use forms for many different purposes—from basic reports and input forms to complex dashboards and plans with rich interactivity. Ideally, the form should include embedded instructions so that the purpose of the form is clear. If you have questions about a form, contact the designated contact person for the form (if provided) or contact your system administrator.

In the Web Client, you can open Axiom forms in the following ways:

  • Using predefined hyperlinks in your home page (and in subsequent forms that you may open)
  • Using the Plan File Directory page (plan files only)
  • Using the Web Client Navigation menu
  • Using the Intelligence Center, to view all reports (including forms) that are available to you

NOTE: Axiom forms are designed in the Axiom Desktop Client (Excel Client or Windows Client). The Web Client only supports viewing and interacting with existing forms; new forms cannot be designed in the Web Client environment. For more information on designing forms, see Axiom forms.

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