Intelligent Groovy Rule Set to camouflage Action menu process of Oracle EPM Planning Cloud Web Form

Intelligent Groovy Rule Set to camouflage Action menu process of Oracle EPM Planning Web Form

In Planning Webform, business rules can be triggered by attaching them to the Action menu. If the data is frozen after the approval workflow process, data should not be modified. But EPM Planning doesn’t have a default feature to lock the Action Menu to avoid triggering of rule/rule set which subsequently triggers the rule/ruleset to update data in the web form.

Action Menu is an artifact in EPM Planning using which users can perform a specific action in web form on an ad-hoc basis. Users can’t be restricted from running the Action Menu if in case data is approved in the system. To tackle such system limitations, Groovy custom rule/ruleset could be created by editing rules in the EPM Planning workspace.

Below is the process flow of Groovy Action Menu for gathering intelligence from webform and accordingly taking action:


Create Groovy Rule-> Add Groovy Rule in Rule Set -> Add Ruleset in Action menu-> Add Groovy Action Menu in Webform-> Execute Action Menu on WebForm


Steps involved for gathering intelligence using Groovy Action Menu:

·         Create Groovy Business Rule in EPM workspace –

·         Add Groovy Rules in Ruleset to run multiple rules one after another –


·         Create Action Menu and add ruleset in it –



·         Add Action menu in webform –


·         Run Action Menu on webform –


·         Approval Workflow process for data –



Groovy Ruleset will take decision whether data is freeze or not –

·         If freeze, don’t act by exiting the rule

·         If not freeze, perform adhoc action requested by user

Below is the logic to gather intelligence on whether data is freeze or not :

·         Check how many cells are in read-only mode and store it into count variable –


int icount;

operation.grid.dataCellIterator(“Percentage(%)”).each {






·         If count of read-only is equal or more than specified number , form is freeze else available for modification –

IF (“Percentage(%)”>=0)

@RETURN(“Form is frozen and modifications are not allowed” ,ERROR);


Benefits –

·         This custom solution is use to tackle limitations of Action menu which can be reused in other Planning processes

·         Groovy Rule editor is freely available in Planning Business rule editor

·         Groovy rule is easy to maintain and develop

·         Saves client budget from purchasing additional tools to handle limitations of default system functionalities

·         Use for close-process or locking the forms from modifications


Reference(s) –


Author Details

Mayur Deshmukh

Mayur is a Senior Consultant with over 13+ years of experience in building and articulating Oracle Enterprise Performance Management (Hyperion On-premise) as well as Cloud Solutions for global customers across industry domain. At Infosys ORCBIEPM competency, he actively contributes to EPM Cloud trainings, Proof Of Concepts, Request for Proposals, build active online presence and knowledge sharing documents by exploring various leading Hyperion Cloud products and solutions. Mayur is a Hyperion Essbase/Planning expert and has spent last 13+ years on Application Development process in Oracle Hyperion EPM products suite – Oracle Hyperion Essbase , Oracle Hyperion Planning, Planning and Budgeting Cloud Service(PBCS) , Enterprise Planning and Budgeting Cloud Service (EPBCS) , Financial Data Management Enterprise Solution (FDMEE), Hyperion Financial Reporting (HFR), Essbase Analytics Link (EAL), Essbase Studio, Essbase Integration Services (EIS) which involves Financial Budgeting, Planning solutions on Windows as well as Unix platform. He has also experience on implementing allocations solutions using Profitability and Cost Management Cloud ( PCM) . He has worked in a variety of industries including Manufacturing(Automobile), Banking, Retail Consumer Logistics, Pharmaceuticals and Life Science on various implementation projects. Prior to joining Infosys, he has worked with Satyam, Sears Holdings, Capgemini and involved in Consulting, Competency development and Project delivery.

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