16.8.2 Creating New Forms

Form creation involves selecting entities, displaying columns with attributes on the form, and if required, selecting authorization of data. Security settings provide for the creation of specific-user access for the forms and authorization.

1. In the Data Maintenance Interface page, click Add, to access the Create Forms Definition page.
   Opens the Designer - Configure screen.
2. Enter the following details.
   • Excel Upload – creates form based on uploaded Excel sheet. For bulk uploads via spreadsheet.
   • Data Entry – creates the form based on the entities, attributes and rulesets provided by the user. For manual data input.
   • Code: Auto-generated.
   • Name: Enter the form name.
   • Description: Provide a short explanation of the form's purpose.

   Note:

   For more information about creating various form definitions:

   • Configuring Data Entry
   • Configuring Excel Upload