7.1.7.1 Create Data Entry

Based on the Action created, follow the steps below to create a Data Entry. Users can add, modify and upload the data related to stage equivalent of custom dimensions.

To create a Data Entry for an Action, do the following:

1. Go to the Inbox by clicking the Inbox button on the Home page
   The Inbox page is displayed.
2. To create a Data Entry for an Action, do the following:
   1. Select the required Action for which you need to create a Data Entry.
      The Action Details Page is displayed.
   2. On the Data Entry tab, Select the Form Name from the drop down and click Proceed.
      The New Data Entry page is displayed.

      Note:

      If a form defined on an entity is not published or closed, then the same or another form defined on the same entity cannot be used in another action.
   3. Click the Add Row icon,and under Actions click Edit option and enter the details.
   4. Click Save after adding each record.
      The data entry is saved successfully.
   5. Close the data entry page.

      Note:

      For data entry actions that are in 'Draft' or 'Return' status, you can select another data entry form.

      Note:

      When you select another form before the submission of the newly added data entry form, a confirmation message is displayed as " Data Entry form saved earlier will be erased, do you want to proceed? ". Click Yes to proceed else click No.
   6. On the Data Entry Action page, click Submit to submit the Action for approval.
      A confirmation message is displayed.

      Note:

      If the action is submitted for approval, the status of the record is changed to Awaiting status.
   7. Click Yes to confirm.
      Your confirmation is acknowledged.

      Note:

      The user who submits the data entry action, cannot return or publish the same action.
      For information about Approval of Action, see the Approval workflow of Issues and Actions section in the AFCS User Guide.
3. Once the data entry action is approved, it will be available under the Approved tab in the Publish Change Request.
   For more information on publishing an action, see Publish an Action.

   Note:

   After publish, the status is changed from Awaiting to Ready status for successful records and the status of the failed records are set to Draft status.

   The failed and successful records count can be viewed on the click of actions under Publish under Publich Change Request tab.

4. To update a draft records in Data Entry form for an Action, do the following:
   1. Select Draft from the Status drop-down list, to view all the entity records that are in draft status.
   2. To edit a record, click Edit icon next to the record.
   3. Enter the values in the attributes that you want to modify and click OK. You can repeat the steps for all the records for which the data needs to be entered.
   4. To modify all the entries in a specific column, click BulkUpdate.
   5. Select the column to modify the data, enter the new value and click OK.
5. To delete a draft records in Data Entry form for an Action, do the following:

   Note:

   You can delete the records which are in Draft status. If the record is published and moved to Ready status, it cannot be deleted.
   1. Select the Draft option from the Status drop-down list. The entity records with Draft status are displayed for entering the data.
   2. Select a record and click Delete icon.
   3. To delete multiple records, select all the required records and click Delete.
   4. To bulk delete all the records, select the check box on the Header. All the records are selected, then click Delete.
6. To edit the published records in Data Entry form for an action, do the following.
   The published records are set to Ready Status. When you edit the record, it is moved to Draft status.
   1. Select the Ready option from the Status drop-down list, to view the entity records with Ready status.
   2. To edit a record, click Edit icon next to the record.
   3. Update the values for the attributes that you want to modify and click OK.You can repeat the steps for all the records for which the data needs to be entered.

      Note:

      Refrain from updating As of Date and Business Key attributes.
   4. To modify all the entries in a specific column, click BulkUpdate.
   5. Select the column to modify the data, enter the new value and click OK.
   6. Click the modified record in Draft status, and then click Submit for Approval.
   7. To submit multiple records, select all the required records and click Submit.
   8. To bulk submit all the records, select the check-box on the header. All the records are selected, then click Submit.